Electron Capital Partners’s Plug Power PLUG Stock Holding History

Electron Capital Partners’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
2025 Q4	–	Sell	-4,576,398	Closed	-$10.7M	–	45
2025 Q3	$10.7M	Buy	+4,576,398	New	+$7.76M	0.48%	28
2023 Q4	–	Sell	-1,775,815	Closed	-$13.5M	–	38
2023 Q3	$13.5M	Buy	+1,775,815	New	+$17.3M	0.61%	35
2022 Q2	–	Sell	-3,003,726	Closed	-$85.9M	–	59
2022 Q1	$85.9M	Buy	+3,003,726	New	+$71.6M	3.42%	10
2021 Q4	–	Sell	-1,298,051	Closed	-$44.9M	–	58
2021 Q3	$33.2M	Buy	+1,298,051	New	+$34.8M	1.75%	16

Other funds holding PLUG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Electron Capital Partners's PLUG Position: Q4 2025 in Review

Electron Capital Partners sold out of Plug Power (PLUG) in Q4 2025, closing a stake of 4,576,398 shares — an estimated $10.7M sold.

Electron Capital Partners first reported a position in PLUG in Q3 2021 and held it in 4 quarters. The position peaked at $85.9M in Q1 2022. 457 funds tracked by Wall St. Rank hold PLUG as of Q4 2025.

Electron Capital Partners reported no remaining Plug Power position as of Q4 2025 after selling out during the quarter.
Electron Capital Partners sold 4,576,398 Plug Power shares in Q4 2025, an estimated $10.7M.
Electron Capital Partners first reported a position in Plug Power in Q3 2021 and held it in 4 quarters.
Electron Capital Partners's Plug Power position peaked at $85.9M in Q1 2022.
457 funds tracked by Wall St. Rank held Plug Power as of Q4 2025.

Based on Electron Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.