Conway Capital Management’s Plug Power PLUG Stock Holding History

Conway Capital 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 Q1	$81.4K	Buy	+36,000	New	+$78.2K	0.04%	45
2025 Q4	–	Sell	-10,000	Closed	-$23.3K	–	48
2025 Q3	$23.3K	Buy	+10,000	New	+$17K	0.01%	50
2022 Q2	–	Sell	-12,775	Closed	-$365K	–	58
2022 Q1	$365K	Sell	12,775 -700	-5%	-$16.7K	0.23%	42
2021 Q4	$380K	Buy	+13,475	New	+$466K	0.22%	41
2021 Q3	–	Sell	-9,325	Closed	-$319K	–	78
2021 Q2	$319K	Sell	9,325 -16,250	-64%	-$471K	0.22%	52
2021 Q1	$917K	Sell	25,575 -5,825	-19%	-$300K	0.69%	30
2020 Q4	$1.06M	Buy	+31,400	New	+$711K	0.78%	28

Other funds holding PLUG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Conway Capital Management's PLUG Position: Q1 2026 in Review

Conway Capital Management opened a new position in Plug Power (PLUG) in Q1 2026: 36,000 shares worth $81.4K. The stake represents 0.04% of the portfolio and ranks #45 among its holdings. This is a return to the name: Conway Capital Management previously reported a position in PLUG as recently as Q3 2025.

Conway Capital Management first reported a position in PLUG in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2020. 468 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

Conway Capital Management held 36,000 shares of Plug Power worth $81.4K as of Q1 2026.
Plug Power was a new Conway Capital Management position in Q1 2026.
Plug Power made up 0.04% of Conway Capital Management's portfolio in Q1 2026, its #45 holding.
Conway Capital Management first reported a position in Plug Power in Q4 2020 and has held it in 7 quarters since.
Conway Capital Management's Plug Power position peaked at $1.06M in Q4 2020.
468 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on Conway Capital Management's 13F filing for Q1 2026, filed 7 May 2026.