Bank of Montreal’s Plug Power PLUG Stock Holding History

Bank of Montreal’s Portfolio PLUG Stock Details PLUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100,000	Closed	-$1.24M	–	4093
2022 Q4	$1.24M	Sell	100,000 -32,500	-25%	-$517K	﹤0.01%	2058
2022 Q3	$2.87K	Buy	+132,500	New	+$3.16M	﹤0.01%	1641
2021 Q2	–	Sell	-40,000	Closed	-$1.3M	–	4627
2021 Q1	$1.3M	Sell	40,000 -127,300	-76%	-$6.56M	﹤0.01%	2005
2020 Q4	$9.03M	Hold	167,300	–	–	0.01%	1073
2020 Q3	$2.71M	Buy	+167,300	New	+$1.84M	﹤0.01%	1539
2015 Q4	–	Sell	-61,400	Closed	-$112K	–	4367
2015 Q3	$112K	Buy	+61,400	New	+$131K	﹤0.01%	2564

Other funds holding PLUG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's PLUG Position: Q2 2026 in Review

Bank of Montreal increased its Plug Power (PLUG) stake by 51% in Q2 2026, buying an estimated $896K and bringing the position to 846,093 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Bank of Montreal first reported a position in PLUG in Q2 2013 and has held it in 53 quarters since. The position peaked at $74.1M in Q2 2021. 356 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Bank of Montreal held 846,093 shares of Plug Power worth $2.29M as of Q2 2026.
Bank of Montreal bought 285,307 Plug Power shares in Q2 2026, an estimated $896K.
Plug Power made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1683 holding.
Bank of Montreal first reported a position in Plug Power in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Plug Power position peaked at $74.1M in Q2 2021.
356 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.