WR Wealth Planners’s Plug Power PLUG Stock Holding History

WR Wealth Planners’s Portfolio PLUG Stock Details PLUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$882	Sell	414 -2,172	-84%	-$4.74K	﹤0.01%	946
2024 Q3	$5.84K	Sell	2,586 -1,984	-43%	-$4.45K	﹤0.01%	717
2024 Q2	$10.6K	Sell	4,570 -1,426	-24%	-$4.08K	﹤0.01%	578
2024 Q1	$20.6K	Sell	5,996 -18,525	-76%	-$68.8K	0.01%	446
2023 Q4	$110K	Buy	24,521 +5,180	+27%	+$27.2K	0.04%	177
2023 Q3	$147K	Buy	19,341 +2,638	+16%	+$25.8K	0.06%	198
2023 Q2	$174K	Buy	16,703 +2,203	+15%	+$20.1K	0.07%	185
2023 Q1	$170K	Buy	14,500 +6,877	+90%	+$98.3K	0.07%	172
2022 Q4	$94.3K	Buy	7,623 +540	+8%	+$8.6K	0.06%	141
2022 Q3	$149K	Buy	7,083 +347	+5%	+$8.28K	0.1%	111
2022 Q2	$112K	Buy	6,736 +534	+9%	+$10.6K	0.07%	120
2022 Q1	$177K	Buy	+6,202	New	+$148K	0.11%	109

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's PLUG Position: Q4 2024 in Review

WR Wealth Planners reduced its Plug Power (PLUG) stake by 84% in Q4 2024, selling an estimated $4.74K and leaving 414 shares worth $882. The position accounts for ﹤0.01% of the portfolio, ranked #946.

WR Wealth Planners first reported a position in PLUG in Q1 2022 and has held it in 12 quarters since. The position peaked at $177K in Q1 2022. 457 funds tracked by Wall St. Rank hold PLUG as of Q4 2024.

WR Wealth Planners held 414 shares of Plug Power worth $882 as of Q4 2024.
WR Wealth Planners sold 2,172 Plug Power shares in Q4 2024, an estimated $4.74K.
Plug Power made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #946 holding.
WR Wealth Planners first reported a position in Plug Power in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Plug Power position peaked at $177K in Q1 2022.
457 funds tracked by Wall St. Rank held Plug Power as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.