J. Derek Lewis & Associates
PLUG icon

J. Derek Lewis & Associates’s Plug Power PLUG Stock Holding History

J. Derek Lewis & Associates’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
Q3 		$311K Sell
160,530
-141,218
-47% -$307K 0.06% 146
2026
Q2 		$818K Buy
301,748
+9,193
+3% +$28.9K 0.15% 86
2026
Q1 		$661K Buy
292,555
+21,000
+8% +$45.6K 0.15% 84
2025
Q4 		$535K Buy
+271,555
New +$709K 0.13% 89

Other funds holding PLUG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

J. Derek Lewis & Associates's PLUG Position: Q3 2026 in Review

J. Derek Lewis & Associates reduced its Plug Power (PLUG) stake by 47% in Q3 2026, selling an estimated $307K and leaving 160,530 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #146.

J. Derek Lewis & Associates first reported a position in PLUG in Q4 2025 and has held it in 4 quarters since. The position peaked at $818K in Q2 2026. 237 funds tracked by Wall St. Rank hold PLUG as of Q3 2026.

  • J. Derek Lewis & Associates held 160,530 shares of Plug Power worth $311K as of Q3 2026.
  • J. Derek Lewis & Associates sold 141,218 Plug Power shares in Q3 2026, an estimated $307K.
  • Plug Power made up 0.06% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #146 holding.
  • J. Derek Lewis & Associates first reported a position in Plug Power in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's Plug Power position peaked at $818K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held Plug Power as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.