Position in PLUG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,577,661
+$567,439 QoQ
Shares Held
582,163
+30.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLUG Over Time
Shares Held
Position Value (USD)
Derivatives in PLUG
reported options exposure · as of Sep 30, 2021CallValue
$170,240
CallShares
12,000
PutValue
$0
PutShares
0
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, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. PLUG ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in PLUG
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,661 | 582,163 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,010,222 | 447,001 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $555,303 | 281,880 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $555,725 | 238,509 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $194,423 | 130,486 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $204,840 | 151,734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $288,660 | 135,522 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $261,287 | 115,614 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $198,193 | 85,062 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $255,880 | 74,384 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $298,719 | 66,382 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $467,164 | 61,469 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $465,710 | 44,823 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $528,958 | 45,133 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $649,845 | 52,534 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $968,266 | 46,086 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $783,230 | 47,268 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,284,131 | 44,884 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $506,897 | 17,956 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $170,240 | 12,000 | Call | Sole | 2021-11-10 | |
| 2021-09-30 | $376,740 | 14,751 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $335,882 | 9,824 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $413,280 | 13,500 | Call | Sole | 2021-08-04 | |
| 2021-03-31 | $1,849,630 | 51,608 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $476,088 | 13,700 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $222,415 | 7,500 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $1,672,712 | 49,328 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $359,495 | 26,808 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $2,000 | 1,000 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $502,657 | 61,225 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $255,021 | 72,040 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||