Position in PLUG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,015
+$2,355 QoQ
Shares Held
20,301
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
of 501 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PLUG Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $30,447,563 across 11 Electrical Equipment & Parts names. PLUG ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
40,595 | $13,592,017 | |
| 2 | NVT |
nVent Electric plc
|
75,194 | $12,753,654 | |
| 3 | AYI |
Acuity Inc. (De)
|
2,755 | $1,037,698 | |
| 4 | HUBB |
Hubbell Inc
|
1,778 | $930,248 | |
| 5 | BE |
Bloom Energy Corp
|
1,979 | $599,043 | |
| 6 | ENS |
EnerSys
|
1,927 | $450,570 | |
| 7 | POWL |
Powell Industries Inc
|
1,147 | $328,454 | |
| 8 | AEIS |
Advanced Energy Industries Inc
|
824 | $307,243 |
All Filings in PLUG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,015 | 20,301 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,660 | 23,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,410 | 23,051 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,800 | 24,807 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,062 | 14,807 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,589 | 10,807 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,764 | 11,157 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,310 | 10,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,393 | 11,757 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||