Dmitry Balyasny’s Plug Power PLUG Stock Holding History

Dmitry Balyasny’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	$1.1M	Hold	406,000	–	–	﹤0.01%	2159
2026 Q1	$918K	Hold	406,000	–	–	﹤0.01%	2113
2025 Q4	$800K	Hold	406,000	–	–	﹤0.01%	2291
2025 Q3	$946K	Buy	+406,000	New	+$688K	﹤0.01%	2136
2025 Q1	–	Sell	-200,000	Closed	-$426K	–	3184
2024 Q4	$426K	Hold	200,000	–	–	﹤0.01%	2250
2024 Q3	$452K	Hold	200,000	–	–	﹤0.01%	2303
2024 Q2	$466K	Sell	200,000 -115,000	-37%	-$329K	﹤0.01%	2071
2024 Q1	$1.08M	Sell	315,000 -3,750,000	-92%	-$13.9M	﹤0.01%	1749
2023 Q4	$18.3M	Buy	+4,065,000	New	+$21.3M	0.03%	641

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 40.91% 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

Dmitry Balyasny's PLUG Position: Q2 2026 in Review

Dmitry Balyasny reduced its Plug Power (PLUG) stake by 46% in Q2 2026, selling an estimated $35.7K and leaving 13,286 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Dmitry Balyasny first reported a position in PLUG in Q2 2015 and has held it in 20 quarters since. The position peaked at $9.51M in Q1 2023. 503 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Dmitry Balyasny held 13,286 shares of Plug Power worth $36K as of Q2 2026.
Dmitry Balyasny sold 11,351 Plug Power shares in Q2 2026, an estimated $35.7K.
Plug Power made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2917 holding.
Dmitry Balyasny first reported a position in Plug Power in Q2 2015 and has held it in 20 quarters since.
Dmitry Balyasny's Plug Power position peaked at $9.51M in Q1 2023.
503 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

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