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LRI Investments’s Plug Power PLUG Stock Holding History

LRI Investments’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 		$38 Buy
+14
New +$44 ﹤0.01% 1922
2026
Q1 		– Sell
-228
Closed -$449 – 1482
2025
Q4 		$449 Buy
+228
New +$595 ﹤0.01% 1321

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 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

LRI Investments's PLUG Position: Q2 2026 in Review

LRI Investments opened a new position in Plug Power (PLUG) in Q2 2026: 14 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings. This is a return to the name: LRI Investments previously reported a position in PLUG as recently as Q4 2025.

LRI Investments first reported a position in PLUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $449 in Q4 2025. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • LRI Investments held 14 shares of Plug Power worth $38 as of Q2 2026.
  • Plug Power was a new LRI Investments position in Q2 2026.
  • Plug Power made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1922 holding.
  • LRI Investments first reported a position in Plug Power in Q4 2025 and has held it in 2 quarters since.
  • LRI Investments's Plug Power position peaked at $449 in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.