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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

J. Derek Lewis & Associates's PLUG Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Plug Power (PLUG) stake by 3.1% in Q2 2026, buying an estimated $28.9K and bringing the position to 301,748 shares worth $818K. The position accounts for 0.15% of the portfolio, ranked #86.

J. Derek Lewis & Associates first reported a position in PLUG in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • J. Derek Lewis & Associates held 301,748 shares of Plug Power worth $818K as of Q2 2026.
  • J. Derek Lewis & Associates bought 9,193 Plug Power shares in Q2 2026, an estimated $28.9K.
  • Plug Power made up 0.15% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #86 holding.
  • J. Derek Lewis & Associates first reported a position in Plug Power in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.