DS
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David Shaw’s Plug Power PLUG Stock Holding History

David Shaw’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 		$4.03M Buy
1,486,600
+763,000
+105% +$2.4M ﹤0.01% 2591
2026
Q1 		$1.64M Sell
723,600
-155,400
-18% -$337K ﹤0.01% 3069
2025
Q4 		$1.73M Sell
879,000
-1,533,900
-64% -$4M ﹤0.01% 3167
2025
Q3 		$5.62M Buy
2,412,900
+1,787,000
+286% +$3.03M ﹤0.01% 2107
2025
Q2 		$933K Sell
625,900
-482,100
-44% -$481K ﹤0.01% 3281
2025
Q1 		$1.5M Sell
1,108,000
-521,100
-32% -$991K ﹤0.01% 2823
2024
Q4 		$3.47M Sell
1,629,100
-191,800
-11% -$418K ﹤0.01% 2283
2024
Q3 		$4.12M Sell
1,820,900
-1,256,500
-41% -$2.82M ﹤0.01% 2100
2024
Q2 		$7.17M Sell
3,077,400
-1,320,300
-30% -$3.78M 0.01% 1581
2024
Q1 		$15.1M Buy
4,397,700
+2,141,800
+95% +$7.96M 0.01% 1096
2023
Q4 		$10.2M Buy
2,255,900
+154,500
+7% +$810K 0.01% 1353
2023
Q3 		$16M Buy
2,101,400
+686,300
+48% +$6.7M 0.02% 984
2023
Q2 		$14.7M Buy
1,415,100
+561,200
+66% +$5.11M 0.02% 1070
2023
Q1 		$10M Buy
853,900
+195,300
+30% +$2.79M 0.01% 1372
2022
Q4 		$8.15M Buy
658,600
+605,100
+1,131% +$9.63M 0.01% 1627
2022
Q3 		$1.12M Sell
53,500
-357,000
-87% -$8.51M ﹤0.01% 3508
2022
Q2 		$6.8M Sell
410,500
-441,900
-52% -$8.77M 0.01% 1775
2022
Q1 		$24.4M Buy
852,400
+774,600
+996% +$18.5M 0.02% 896
2021
Q4 		$2.2M Sell
77,800
-90,800
-54% -$3.14M ﹤0.01% 3277
2021
Q3 		$4.31M Buy
+168,600
New +$4.52M ﹤0.01% 2253
2021
Q2 		– Sell
-128,000
Closed -$4.59M – 4955
2021
Q1 		$4.59M Sell
128,000
-611,900
-83% -$31.5M ﹤0.01% 1911
2020
Q4 		$25.1M Buy
739,900
+352,000
+91% +$7.97M 0.02% 836
2020
Q3 		$5.2M Buy
+387,900
New +$4.28M 0.01% 1657
2014
Q4 		– Sell
-173,100
Closed -$795K – 4195
2014
Q3 		$795K Sell
173,100
-75,000
-30% -$387K ﹤0.01% 2997
2014
Q2 		$1.16M Buy
248,100
+123,100
+98% +$626K ﹤0.01% 2800
2014
Q1 		$888K Buy
+125,000
New +$578K ﹤0.01% 3135

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

David Shaw's PLUG Position: Q2 2026 in Review

David Shaw reduced its Plug Power (PLUG) stake by 55% in Q2 2026, selling an estimated $84.9M and leaving 21,943,120 shares worth $59.5M. The position accounts for 0.03% of the portfolio, ranked #670.

David Shaw first reported a position in PLUG in Q2 2014 and has held it in 43 quarters since. The position peaked at $522M in Q4 2020. 503 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • David Shaw held 21,943,120 shares of Plug Power worth $59.5M as of Q2 2026.
  • David Shaw sold 27,015,380 Plug Power shares in Q2 2026, an estimated $84.9M.
  • Plug Power made up 0.03% of David Shaw's portfolio in Q2 2026, its #670 holding.
  • David Shaw first reported a position in Plug Power in Q2 2014 and has held it in 43 quarters since.
  • David Shaw's Plug Power position peaked at $522M in Q4 2020.
  • 503 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.