Stocklore

Plug Power Inc. (PLUG)

Utilities · US stock

What changed in recent filings

  • Sale Of Electrolyzers segment 10% → 25%Jun 30, 2024 → Mar 31, 2026
  • Institutions — 2 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Plug Power Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 5
2020 Q1 · 12020 Q2 · 22020 Q3 · 02020 Q4 · 22021 Q1 · 02021 Q2 · 22021 Q3 · 22021 Q4 · 22022 Q1 · 22022 Q2 · 22022 Q3 · 32022 Q4 · 22023 Q1 · 32023 Q2 · 32023 Q3 · 52023 Q4 · 02024 Q1 · 12024 Q2 · 12024 Q3 · 12024 Q4 · 12025 Q1 · 22025 Q2 · 22025 Q3 · 22025 Q4 · 22026 Q1 · 22026 Q2 · 4
20 Q123 Q126 Q2

2020 Q1: 1 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Plug Power Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Point72 Asset Management0.01% of portfolio · since 2025 Q4
  • Coatue Management0.01% of portfolio · since 2026 Q1
  • Bridgewater AssociatesNew this quarterunder 0.01% of portfolio · since 2026 Q2
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Plug Power Inc is building an end-to-end green hydrogen ecosystem, from production, storage, and delivery to energy generation. The company plans to build and operate green hydrogen highways across North America and Europe. Plug will deliver its green hydrogen solutions directly to its customers and through joint venture partners into multiple end markets, including material handling, e-mobility, power generation, and industrial applications.

What is the Utilities sector?

Power, gas, and water. A regulated industry with stable dividends.

Plug Power Inc. is classified under the Utilities sector. See peers below.

PLUG segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Mar '25Mar '26
Sale Of Electrolyzers 25%Fuel Delivered To Customers And Related Equipment 22%Power Purchase Agreements 16%Services Performed On Fuel Cell Systems And Related Infrastructure 13%Sale Of Hydrogen Infrastructure 8%Other 16%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Plug Power Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

IWMiShares Russell 2000 ETF
0.12%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%

PLUG on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Utilities average
See full PLUG analysis →

Peers · Utilities

PLUG FAQ

What is Plug Power Inc. (PLUG)?

Plug Power Inc is building an end-to-end green hydrogen ecosystem, from production, storage, and delivery to energy generation. The company plans to build and operate green hydrogen highways across North America and Europe. Plug will deliver its green hydrogen solutions directly to its customers and through joint venture partners into multiple end markets, including material handling, e-mobility, power generation, and industrial applications.

What sector is Plug Power Inc. in?

Plug Power Inc. is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.

Where can I analyze Plug Power Inc. (PLUG) stock?

On Stocklore you can see PLUG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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