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 Q2	$54.2K	Hold	20,000	–	–	﹤0.01%	425
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 $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 40.89% 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

Evercore Wealth Management's PLUG Position: Q2 2026 in Review

Evercore Wealth Management held its Plug Power (PLUG) position steady in Q2 2026 at 20,000 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Evercore Wealth Management first reported a position in PLUG in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2014. 507 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

Evercore Wealth Management held 20,000 shares of Plug Power worth $54.2K as of Q2 2026.
Evercore Wealth Management left its Plug Power share count unchanged in Q2 2026.
Plug Power made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #425 holding.
Evercore Wealth Management first reported a position in Plug Power in Q2 2013 and has held it in 20 quarters since.
Evercore Wealth Management's Plug Power position peaked at $1.25M in Q1 2014.
507 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

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