Coatue Management’s Plug Power PLUG Stock Holding History

Coatue Management’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
2026 Q2	$6.9M	Hold	2,545,243	–	–	0.01%	58
2026 Q1	$5.75M	Buy	+2,545,243	New	+$5.53M	0.02%	53
2025 Q4	–	Sell	-4,098,713	Closed	-$9.55M	–	71
2025 Q3	$9.55M	Hold	4,098,713	–	–	0.02%	61
2025 Q2	$6.11M	Hold	4,098,713	–	–	0.02%	60
2025 Q1	$5.53M	Buy	+4,098,713	New	+$7.79M	0.02%	54
2024 Q4	–	Sell	-2,606,524	Closed	-$5.89M	–	88
2024 Q3	$5.89M	Hold	2,606,524	–	–	0.02%	68
2024 Q2	$6.07M	Sell	2,606,524 -833,451	-24%	-$2.39M	0.02%	61
2024 Q1	$11.8M	Buy	+3,439,975	New	+$12.8M	0.05%	71
2023 Q4	–	Sell	-2,606,524	Closed	-$19.8M	–	107
2023 Q3	$19.8M	Sell	2,606,524 -2,331,850	-47%	-$22.8M	0.1%	59
2023 Q2	$51.3M	Buy	4,938,374 +4,463,374	+940%	+$40.6M	0.25%	44
2023 Q1	$5.57M	Hold	475,000	–	–	0.04%	67
2022 Q4	$5.88M	Buy	+475,000	New	+$7.56M	0.07%	60

Other funds holding PLUG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Coatue Management's PLUG Position: Q2 2026 in Review

Coatue Management held its Plug Power (PLUG) position steady in Q2 2026 at 2,545,243 shares worth $6.9M. The position accounts for 0.01% of the portfolio, ranked #58.

Coatue Management first reported a position in PLUG in Q4 2022 and has held it in 12 quarters since. The position peaked at $51.3M in Q2 2023. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Coatue Management held 2,545,243 shares of Plug Power worth $6.9M as of Q2 2026.
Coatue Management left its Plug Power share count unchanged in Q2 2026.
Plug Power made up 0.01% of Coatue Management's portfolio in Q2 2026, its #58 holding.
Coatue Management first reported a position in Plug Power in Q4 2022 and has held it in 12 quarters since.
Coatue Management's Plug Power position peaked at $51.3M in Q2 2023.
508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Coatue Management's 13F filing for Q2 2026, filed 14 Aug 2026.