JO
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John Overdeck’s Plug Power PLUG Stock Holding History

John Overdeck’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 		$61.3M Sell
22,610,124
-4,785,812
-17% -$15M 0.04% 476
2026
Q1 		$61.9M Sell
27,395,936
-976,059
-3% -$2.12M 0.05% 413
2025
Q4 		$55.9M Buy
28,371,995
+17,541,102
+162% +$45.8M 0.08% 311
2025
Q3 		$25.2M Buy
10,830,893
+8,068,713
+292% +$13.7M 0.04% 551
2025
Q2 		$4.12M Buy
2,762,180
+2,282,280
+476% +$2.28M 0.01% 1357
2025
Q1 		$648K Sell
479,900
-489,427
-50% -$931K ﹤0.01% 2402
2024
Q4 		$2.06M Buy
969,327
+770,564
+388% +$1.68M ﹤0.01% 1689
2024
Q3 		$449K Sell
198,763
-115,273
-37% -$258K ﹤0.01% 2518
2024
Q2 		$732K Buy
+314,036
New +$899K ﹤0.01% 2165
2024
Q1 		– Sell
-1,804,581
Closed -$8.12M – 3297
2023
Q4 		$8.12M Buy
+1,804,581
New +$9.46M 0.02% 763
2023
Q1 		– Sell
-3,179,316
Closed -$39.3M – 3159
2022
Q4 		$39.3M Sell
3,179,316
-277,322
-8% -$4.42M 0.12% 199
2022
Q3 		$72.6M Buy
3,456,638
+2,615,081
+311% +$62.4M 0.25% 97
2022
Q2 		$13.9M Buy
841,557
+645,612
+329% +$12.8M 0.05% 416
2022
Q1 		$5.61M Buy
+195,945
New +$4.67M 0.02% 871
2021
Q4 		– Sell
-131,751
Closed -$4.56M – 4744
2021
Q3 		$3.37M Buy
+131,751
New +$3.53M 0.01% 1518
2021
Q2 		– Sell
-1,794,707
Closed -$52.1M – 4459
2021
Q1 		$64.3M Buy
1,794,707
+1,686,518
+1,559% +$86.9M 0.17% 126
2020
Q4 		$3.67M Sell
108,189
-370,670
-77% -$8.39M 0.01% 1113
2020
Q3 		$6.42M Sell
478,859
-2,662,120
-85% -$29.3M 0.02% 692
2020
Q2 		$25.8M Buy
3,140,979
+2,304,929
+276% +$10.8M 0.13% 170
2020
Q1 		$2.96M Sell
836,050
-1,077,209
-56% -$4.39M 0.02% 758
2019
Q4 		$6.05M Buy
+1,913,259
New +$5.82M 0.02% 851
2014
Q1 		– Sell
-333,535
Closed -$517K – 2197
2013
Q4 		$517K Buy
+333,535
New +$324K ﹤0.01% 1648

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

John Overdeck's PLUG Position: Q2 2026 in Review

John Overdeck reduced its Plug Power (PLUG) stake by 17% in Q2 2026, selling an estimated $15M and leaving 22,610,124 shares worth $61.3M. The position accounts for 0.04% of the portfolio, ranked #476.

John Overdeck first reported a position in PLUG in Q4 2013 and has held it in 22 quarters since. The position peaked at $72.6M in Q3 2022. 503 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • John Overdeck held 22,610,124 shares of Plug Power worth $61.3M as of Q2 2026.
  • John Overdeck sold 4,785,812 Plug Power shares in Q2 2026, an estimated $15M.
  • Plug Power made up 0.04% of John Overdeck's portfolio in Q2 2026, its #476 holding.
  • John Overdeck first reported a position in Plug Power in Q4 2013 and has held it in 22 quarters since.
  • John Overdeck's Plug Power position peaked at $72.6M in Q3 2022.
  • 503 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.