Evercore Wealth Management’s Plug Power PLUG Stock Holding History

Evercore Wealth 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	$45.2K	Hold	20,000	–	–	﹤0.01%	411
2025 Q4	$39.4K	Hold	20,000	–	–	﹤0.01%	414
2025 Q3	$46.6K	Hold	20,000	–	–	﹤0.01%	411
2025 Q2	$29.8K	Hold	20,000	–	–	﹤0.01%	404
2025 Q1	$27K	Hold	20,000	–	–	﹤0.01%	414
2024 Q4	$42.6K	Hold	20,000	–	–	﹤0.01%	415
2024 Q3	$45.2K	Hold	20,000	–	–	﹤0.01%	415
2024 Q2	$46.6K	Hold	20,000	–	–	﹤0.01%	404
2024 Q1	$68.8K	Hold	20,000	–	–	﹤0.01%	417
2023 Q4	$90K	Hold	20,000	–	–	﹤0.01%	425
2023 Q3	$152K	Buy	+20,000	New	+$195K	﹤0.01%	390
2015 Q2	–	Sell	-176,600	Closed	-$457K	–	1086
2015 Q1	$457K	Hold	176,600	–	–	0.02%	289
2014 Q4	$530K	Hold	176,600	–	–	0.03%	228
2014 Q3	$811K	Hold	176,600	–	–	0.04%	201
2014 Q2	$826K	Hold	176,600	–	–	0.04%	207
2014 Q1	$1.25M	Sell	176,600 -42,000	-19%	-$194K	0.07%	165
2013 Q4	$339K	Hold	218,600	–	–	0.02%	311
2013 Q3	$162K	Buy	218,600 +100,000	+84%	+$47.6K	0.01%	417
2013 Q2	$45K	Buy	+118,600	New	+$33K	﹤0.01%	579

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

Evercore Wealth Management's PLUG Position: Q1 2026 in Review

Evercore Wealth Management held its Plug Power (PLUG) position steady in Q1 2026 at 20,000 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Evercore Wealth Management first reported a position in PLUG in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2014. 468 funds tracked by Wall St. Rank hold PLUG as of Q1 2026.

Evercore Wealth Management held 20,000 shares of Plug Power worth $45.2K as of Q1 2026.
Evercore Wealth Management left its Plug Power share count unchanged in Q1 2026.
Plug Power made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #411 holding.
Evercore Wealth Management first reported a position in Plug Power in Q2 2013 and has held it in 19 quarters since.
Evercore Wealth Management's Plug Power position peaked at $1.25M in Q1 2014.
468 funds tracked by Wall St. Rank held Plug Power as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.