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
2022
Q1 		– Sell
-118,600
Closed -$3.35M – 3949
2021
Q4 		$3.35M Sell
118,600
-591,400
-83% -$20.5M 0.01% 1487
2021
Q3 		$18.1M Buy
710,000
+521,400
+276% +$14M 0.04% 510
2021
Q2 		$6.45M Buy
188,600
+102,700
+120% +$2.98M 0.01% 1045
2021
Q1 		$3.08M Sell
85,900
-16,500
-16% -$851K 0.01% 1379
2020
Q4 		$3.47M Buy
102,400
+29,900
+41% +$677K 0.01% 1138
2020
Q3 		$972K Buy
+72,500
New +$799K ﹤0.01% 1779

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.