Position in PLUG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,273,436
-$641,379 QoQ
Shares Held
22,610,124
-17.5% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#8
of 501 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PLUG Over Time
Shares Held
Position Value (USD)
Derivatives in PLUG
reported options exposure · as of Dec 31, 2021CallValue
$3,396,069
CallShares
120,300
PutValue
$3,348,078
PutShares
118,600
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, 2026TWO SIGMA INVESTMENTS, LP holds $1,232,120,921 across 28 Electrical Equipment & Parts names. PLUG ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
2,016,532 | $610,404,236 | |
| 2 | TE |
T1 Energy Inc.
|
9,240,988 | $87,604,566 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
12,783,883 | $75,169,232 | |
| 4 | FCEL |
Fuelcell Energy Inc
|
2,061,353 | $74,229,321 | |
| 5 | FPS |
Forgent Power Solutions, Inc.
|
1,257,128 | $70,223,170 | |
| 6 | PLUG |
Plug Power Inc
This page
|
22,610,124 | $61,273,436 | |
| 7 | AMPX |
Amprius Technologies, Inc.
|
4,318,630 | $59,856,211 | |
| 8 | BLDP |
Ballard Power Systems Inc.
|
10,830,028 | $42,128,808 |
All Filings in PLUG
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,273,436 | 22,610,124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,914,815 | 27,395,936 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,892,830 | 28,371,995 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,235,980 | 10,830,893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,115,648 | 2,762,180 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $647,865 | 479,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,064,666 | 969,327 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $449,204 | 198,763 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $731,703 | 314,036 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $8,120,614 | 1,804,581 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $39,328,138 | 3,179,316 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $72,623,964 | 3,456,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,944,599 | 841,557 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,605,986 | 195,945 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,396,069 | 120,300 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $3,348,078 | 118,600 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $18,133,400 | 710,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $3,364,920 | 131,751 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $11,544,080 | 452,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $6,000,345 | 175,500 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $6,448,234 | 188,600 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $3,078,656 | 85,900 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $3,082,240 | 86,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $64,322,298 | 1,794,707 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,472,384 | 102,400 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $3,668,688 | 108,189 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $3,085,810 | 91,000 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $783,144 | 58,400 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $972,225 | 72,500 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $6,421,499 | 478,859 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $25,787,437 | 3,140,979 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,959,617 | 836,050 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||