MILESTONE ASSET MANAGEMENT, LLC

Position in PLUG — Plug Power Inc

CIK 1964722 PITTSBURGH, PA

Back to PLUG Full portfolio

Position in PLUG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$72,243

+$6,514 QoQ

Shares Held

26,658

-8.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#10

of 46 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in PLUG Over Time

Shares Held

Position Value (USD)

Derivatives in PLUG

reported options exposure · as of Jun 30, 2026

CallValue

$1,355

CallShares

500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

MILESTONE ASSET MANAGEMENT, LLC holds $5,723,582 across 3 Electrical Equipment & Parts names. PLUG ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	16,157	$5,409,685
2	LTBR	LIGHTBRIDGE Corp	27,492	$241,654
3	PLUG	Plug Power Inc This page	26,658	$72,243

All Filings in PLUG

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,355	500	-98.1%	Call	Sole	2026-07-15
2026-06-30	$72,243	26,658	-8.3%	Shares	Sole	2026-07-15
2026-03-31	$65,729	29,084	—	Shares	Sole	2026-04-15
No filing history on record for this holder in this stock.