PLUG
Plug Power Inc. · Industrials · Electrical Equipment & Parts
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -4.5% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 111 | +5 | 650.63M | $1.76B | +9 | −6 |
| Q1 2026 | 111 | -3 | 633.23M | $1.43B | +5 | −9 |
| Q4 2025 | 114 | +2 | 602.48M | $1.19B | +5 | −2 |
| Q3 2025 | 16 | 0 | 335.74M | $782.29M | — | −1 |
| Q2 2025 | 14 | +1 | 247.86M | $369.31M | +2 | −1 |
| Q1 2025 | 10 | -2 | 121.56M | $164.11M | +3 | −5 |
| Q4 2024 | 12 | +1 | 127.33M | $271.23M | +2 | −1 |
| Q3 2024 | 10 | -1 | 93.95M | $212.33M | — | −1 |
| Q2 2024 | 11 | — | 48.95M | $114.06M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 71.79M | +4.4% | $96.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 22.18M | -0.5% | $29.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 20.95M | +5.2% | $28.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Coatue Management ✦ | 4.10M | New | $5.53M | 0.0% | New | 1 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.25M | +3652.6% | $1.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 675.77K | +11.8% | $913,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 479.90K | -50.5% | $647,865 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 104.42K | New | $140,964 | 0.0% | New | 1 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 18.00K | -10.0% | $24,300 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 15.23K | New | $19,877 | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Coatue Management | $5.53M | 0.0% |
| Gotham Asset Management | $140,964 | 0.0% |
| AQR Capital Management | $19,877 | 0.0% |
Exited
| Citadel Advisors | $14.42M | was 0.0% |
| Point72 Asset Management | $10.37M | was 0.0% |
| Renaissance Technologies | $6.23M | was 0.0% |
| D. E. Shaw & Co. | $217,827 | was 0.0% |
| Marshall Wace | $130,207 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 468 holders, 751.74M shares, $1.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 200.00K sh · $428,300
Officer · 18.75K sh · $38,625
Officer · 13.81K sh · $29,553
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology