Position in PLUG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,497
+$26,739 QoQ
Shares Held
26,014
+34.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 501 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLUG Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $20,360,819 across 29 Electrical Equipment & Parts names. PLUG ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
33,444 | $11,197,720 | |
| 2 | NVT |
nVent Electric plc
|
11,605 | $1,968,324 | |
| 3 | BE |
Bloom Energy Corp
|
4,185 | $1,266,799 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,927 | $1,102,483 | |
| 5 | HUBB |
Hubbell Inc
|
2,048 | $1,071,513 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
16,527 | $923,198 | |
| 7 | TGEN |
Tecogen Inc.
|
112,080 | $585,057 | |
| 8 | ENVX |
Enovix Corp
|
89,616 | $543,969 |
All Filings in PLUG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,497 | 26,014 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $43,758 | 19,362 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $35,461 | 18,001 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $48,638 | 20,875 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $37,711 | 25,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,112 | 21,565 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,821 | 19,165 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,711 | 20,669 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $53,697 | 23,046 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $71,294 | 20,725 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $89,010 | 19,780 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $164,623 | 21,661 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $167,892 | 16,159 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $183,769 | 15,680 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||