PLUGNasdaqElectrical Industrial ApparatusFiscal year ends December 31
PLUG POWER INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$1.37−0.01 (-0.72%)
Close on Oct 19, 2026
- Market cap
- $1.91B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.3%
815M of 1.40B shares
Institutional holders
507
87 new, 44 sold out
Net institutional buying
61M
In Q2 2026
Insider trades, 12 months
1 buys · 7 sales
Net sold $774.40K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 73,043,212 | 5.23% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 178,091,159 | 12.80% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PLUG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 184,032,469 | 13.17% | $498.73M | +31,939,194 | 0.01% |
| Vanguard Portfolio Management LLC | 66,175,149 | 4.74% | $179.33M | +6,571,343 | 0.01% |
| Vanguard Capital Management LLC | 62,937,084 | 4.50% | $170.56M | +386,646 | 0.00% |
| State Street Corp | 38,763,529 | 2.77% | $105.05M | +2,214,427 | 0.00% |
| Geode Capital Management, LLC | 36,557,253 | 2.62% | $99.09M | +1,848,436 | 0.01% |
| UBS Group AG | 33,127,276 | 2.37% | $89.77M | −8,466,203 | 0.01% |
| Citadel Advisors LLC | 24,149,952 | 1.73% | $65.45M | +23,291,268 | 0.01% |
| Two Sigma Investments, LP | 22,610,124 | 1.62% | $61.27M | −4,785,812 | 0.04% |
| D. E. Shaw & Co., Inc. | 21,943,120 | 1.57% | $59.47M | −27,015,380 | 0.03% |
| Dimensional Fund Advisors LP | 19,502,331 | 1.40% | $52.84M | +1,367,418 | 0.01% |
| Handelsbanken Fonder AB | 19,014,270 | 1.36% | $51.53K | +15,537,320 | 0.15% |
| Millennium Management LLC | 13,703,609 | 0.98% | $37.14M | +3,474,835 | 0.01% |
| Northern Trust Corp | 12,754,552 | 0.91% | $34.56M | +1,066,713 | 0.00% |
| Goldman Sachs Group Inc | 12,387,564 | 0.89% | $33.57M | +3,220,357 | 0.00% |
| Renaissance Technologies LLC | 11,779,800 | 0.84% | $31.92M | −15,958,700 | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,681,867 | 0.84% | $31.53M | +2,790,466 | 0.04% |
| Charles Schwab Investment Management Inc | 11,588,495 | 0.83% | $31.40M | +294,748 | 0.00% |
| Barclays PLC | 10,940,208 | 0.78% | $29.65M | +2,225,248 | 0.01% |
| Vanguard Fiduciary Trust Co | 9,962,553 | 0.71% | $27.00M | +997,191 | 0.01% |
| Legal & General Group Plc | 9,717,433 | 0.70% | $26.33M | +540,103 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 507 | 815M | 58.3% | 87 / 183 | 108 / 44 | 151M | 90M |
| Q1 2026 | 471 | 755M | 54.0% | 74 / 164 | 106 / 53 | 298M | 66M |
| Q4 2025 | 458 | 653M | 46.7% | 80 / 156 | 103 / 68 | 185M | 67M |
| Q3 2025 | 455 | 535M | 38.3% | 77 / 141 | 102 / 42 | 133M | 28M |
| Q2 2025 | 426 | 430M | 30.8% | 66 / 140 | 89 / 65 | 86M | 144M |
| Q1 2025 | 429 | 488M | 34.9% | 62 / 125 | 118 / 82 | 74M | 43M |
| Q4 2024 | 458 | 461M | 33.0% | 89 / 128 | 122 / 64 | 57M | 23M |
| Q3 2024 | 438 | 427M | 30.6% | 51 / 134 | 118 / 65 | 160M | 25M |
| Q2 2024 | 458 | 354M | 25.3% | 58 / 160 | 121 / 64 | 77M | 55M |
| Q1 2024 | 470 | 334M | 23.9% | 62 / 158 | 124 / 77 | 41M | 33M |
| Q4 2023 | 488 | 326M | 23.3% | 82 / 142 | 158 / 103 | 63M | 73M |
| Q3 2023 | 515 | 337M | 24.1% | 66 / 183 | 137 / 77 | 36M | 31M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PLUG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 44,366,937 | 3.18% | $120.23M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 35,636,330 | 2.55% | $96.57M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 32,014,597 | 2.29% | $86.76M | 0.05% | Jun 30, 2026 |
| iShares Global Clean Energy ETF | 29,864,423 | 2.14% | $61.52M | 2.67% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 18,433,669 | 1.32% | $49.96M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 16,003,860 | 1.15% | $43.37M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 14,961,925 | 1.07% | $30.82M | 0.09% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 12,577,270 | 0.90% | $34.08M | 0.22% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 7,163,711 | 0.51% | $28.30M | 0.07% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 6,804,733 | 0.49% | $26.88M | 0.15% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 6,685,093 | 0.48% | $26.41M | 0.12% | May 31, 2026 |
| Global X Hydrogen ETF | 4,582,207 | 0.33% | $18.10M | 10.78% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 4,411,850 | 0.32% | $9.09M | 0.06% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 3,664,504 | 0.26% | $9.93M | 0.17% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 3,568,243 | 0.26% | $9.67M | 0.34% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Benjamin Haycraft | CSO & GM EMEA | 101,249 | 0.01% | Sep 22, 2026 |
| Dean Fullerton | Chief Operating Officer | – | – | Jun 29, 2026 |
| Paul B. Middleton | CFO & Executive VP | 3,011,661 | 0.22% | Jun 29, 2026 |
| Gerard L. Conway JR | Gen. Coun, Corp Sec., Exec. VP | 342,120 | 0.02% | Jun 29, 2026 |
| Jose Luis Crespo | See Remarks | 368,632 | 0.03% | Jun 29, 2026 |
| Martin Daniel Hull | Corporate Controller and CAO | 225,963 | 0.02% | May 7, 2025 |
| Colin M. Angle | Director | 153,102 | 0.01% | Jul 6, 2026 |
| Gregory Kenausis | Director | 514,412 | 0.04% | Jul 6, 2026 |
| Mark J. Bonney | Director | 271,530 | 0.02% | Jul 6, 2026 |
| Patrick Joggerst | Director | 253,184 | 0.02% | Jul 6, 2026 |
| Andrew Marsh | Director | 975,256 | 0.07% | Jul 2, 2026 |
| Gary K. Willis | Director | 730,107 | 0.05% | Jun 16, 2026 |
| George C. McNamee | Director | 1,173,282 | 0.08% | Jun 16, 2026 |
| Maureen O. Helmer | Director | 362,918 | 0.03% | Jun 16, 2026 |
| Kavita Mahtani | Director | 239,847 | 0.02% | Apr 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Benjamin Haycraft CSO & GM EMEA | Sep 18, 2026 | Sale(10b5-1 plan) | −200,000 | $2.14 | $428.00K | 101,249 |
| Benjamin Haycraft CSO & GM EMEA | Sep 15, 2026 | Sale(10b5-1 plan) | −18,750 | $2.06 | $38.63K | 301,249 |
| Benjamin Haycraft CSO & GM EMEA | Sep 11, 2026 | Sale(10b5-1 plan) | −13,810 | $2.14 | $29.55K | 319,999 |
| Gregory Kenausis Director | Jul 1, 2026 | Award | +3,980 | $2.71 | $10.79K | 514,412 |
| Mark J. Bonney Director | Jul 1, 2026 | Award | +8,764 | $2.71 | $23.75K | 271,530 |
| Patrick Joggerst Director | Jul 1, 2026 | Award | +7,644 | $2.71 | $20.72K | 253,184 |
| Colin M. Angle Director | Jul 1, 2026 | Award | +3,558 | $2.71 | $9.64K | 153,102 |
| Paul B. Middleton CFO & Executive VP | Jun 25, 2026 | Award | +389,105 | – | – | 2,947,169 |
| Patrick Joggerst Director | Jun 11, 2026 | Award | +39,753 | – | – | 245,540 |
| Colin M. Angle Director | Jun 11, 2026 | Award | +39,753 | – | – | 149,544 |
| Gregory Kenausis Director | Jun 11, 2026 | Award | +39,753 | – | – | 510,432 |
| Maureen O. Helmer Director | Jun 11, 2026 | Award | +39,753 | – | – | 361,318 |
| George C. McNamee Director | Jun 11, 2026 | Award | +39,753 | – | – | 873,282 |
| Mark J. Bonney Director | Jun 11, 2026 | Award | +39,753 | – | – | 262,766 |
| Gary K. Willis Director | Jun 11, 2026 | Award | +39,753 | – | – | 730,107 |
| Maureen O. Helmer Director | Jun 8, 2026 | Sale(10b5-1 plan) | −50,000 | $3.23 | $161.50K | 321,565 |
| Colin M. Angle Director | Apr 1, 2026 | Award | +3,872 | $2.26 | $8.75K | 109,791 |
| Kavita Mahtani Director | Apr 1, 2026 | Award | +9,956 | $2.26 | $22.50K | 239,847 |
| Gregory Kenausis Director | Apr 1, 2026 | Award | +8,712 | $2.26 | $19.69K | 470,679 |
| Andrew Marsh Director | Apr 1, 2026 | Award | +3,688 | $2.26 | $8.33K | 853,378 |
| Mark J. Bonney Director | Apr 1, 2026 | Award | +10,509 | $2.26 | $23.75K | 223,013 |
| Patrick Joggerst Director | Apr 1, 2026 | Award | +8,850 | $2.26 | $20.00K | 205,787 |
| Benjamin Haycraft CSO & GM EMEA | Jan 12, 2026 | Sale(10b5-1 plan) | −40,000 | $2.17 | $86.80K | 333,809 |
| Patrick Joggerst Director | Jan 2, 2026 | Award | +10,152 | $1.97 | $20.00K | 196,937 |
| Colin M. Angle Director | Jan 2, 2026 | Award | +5,076 | $1.97 | $10.00K | 105,919 |
| Kavita Mahtani Director | Jan 2, 2026 | Award | +11,421 | $1.97 | $22.50K | 229,891 |
| Gary K. Willis Director | Jan 2, 2026 | Award | +16,497 | $1.97 | $32.50K | 690,354 |
| Maureen O. Helmer Director | Jan 2, 2026 | Award | +13,959 | $1.97 | $27.50K | 371,565 |
| Gregory Kenausis Director | Jan 2, 2026 | Award | +9,994 | $1.97 | $19.69K | 461,967 |
| Mark J. Bonney Director | Jan 2, 2026 | Award | +12,056 | $1.97 | $23.75K | 212,504 |
| George C. McNamee Director | Jan 2, 2026 | Award | +13,008 | $1.97 | $25.63K | 833,529 |
| Jose Luis Crespo See Remarks | Dec 15, 2025 | Buy | +37,300 | $2.34 | $87.28K | 307,332 |
| Benjamin Haycraft CSO & GM EMEA | Dec 10, 2025 | Sale(10b5-1 plan) | −40,000 | $2.20 | $88.00K | 373,809 |
| Andrew Marsh CEO, Director | Nov 28, 2025 | Award | +12,203 | $2.01 | $24.53K | 930,546 |
| Benjamin Haycraft CSO & EVP of EMEA Region | Nov 10, 2025 | Sale(10b5-1 plan) | −10,000 | $2.92 | $29.20K | 467,583 |
| Benjamin Haycraft CSO & GM EMEA | Nov 7, 2025 | Tax withholding | −35,957 | $2.51 | $90.25K | 413,809 |
| Andrew Marsh CEO, Director | Oct 31, 2025 | Award | +9,415 | $2.69 | $25.33K | 918,343 |
| Benjamin Haycraft CSO & GM EMEA | Oct 17, 2025 | Tax withholding | −7,817 | $3.48 | $27.20K | 449,766 |
| Benjamin Haycraft CSO & GM EMEA | Oct 10, 2025 | Sale(10b5-1 plan) | −10,000 | $3.80 | $38.00K | 457,583 |
| Andrew Marsh CEO, Director | Oct 3, 2025 | Award | +18,324 | $3.81 | $69.81K | 908,928 |
| Colin M. Angle Director | Oct 1, 2025 | Award | +4,292 | $2.33 | $10.00K | 100,843 |
| Mark J. Bonney Director | Oct 1, 2025 | Award | +10,193 | $2.33 | $23.75K | 200,448 |
| George C. McNamee Director | Oct 1, 2025 | Award | +10,998 | $2.33 | $25.63K | 820,521 |
| Maureen O. Helmer Director | Oct 1, 2025 | Award | +11,803 | $2.33 | $27.50K | 357,606 |
| Kavita Mahtani Director | Oct 1, 2025 | Award | +9,657 | $2.33 | $22.50K | 218,470 |
| Gregory Kenausis Director | Oct 1, 2025 | Award | +8,450 | $2.33 | $19.69K | 451,973 |
| Gary K. Willis Director | Oct 1, 2025 | Award | +13,948 | $2.33 | $32.50K | 673,857 |
| Patrick Joggerst Director | Oct 1, 2025 | Award | +8,584 | $2.33 | $20.00K | 186,785 |
| Benjamin Haycraft CSO & GM of EMEA Region | Sep 16, 2025 | Sale(10b5-1 plan) | −10,972 | $1.59 | $17.45K | 477,583 |
| Andrew Marsh President and CEO, Director | Aug 29, 2025 | Award | +18,471 | $1.67 | $30.85K | 890,604 |
| Andrew Marsh President and CEO, Director | Aug 1, 2025 | Award | +19,968 | $1.54 | $30.75K | 872,133 |
| Andrew Marsh President and CEO, Director | Jul 4, 2025 | Award | +38,156 | $1.01 | $38.54K | 852,165 |
| Gregory Kenausis Director | Jul 3, 2025 | Award | +76,531 | – | – | 443,523 |
| Kavita Mahtani Director | Jul 3, 2025 | Award | +76,531 | – | – | 208,813 |
| Mark J. Bonney Director | Jul 3, 2025 | Award | +76,531 | – | – | 190,255 |
| George C. McNamee Director | Jul 3, 2025 | Award | +76,531 | – | – | 809,523 |
| Patrick Joggerst Director | Jul 3, 2025 | Award | +76,531 | – | – | 178,201 |
| Gary K. Willis Director | Jul 3, 2025 | Award | +76,531 | – | – | 659,909 |
| Maureen O. Helmer Director | Jul 3, 2025 | Award | +76,531 | – | – | 345,803 |
| Colin M. Angle Director | Jul 3, 2025 | Award | +76,531 | – | – | 96,551 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Benjamin Haycraft Officer | Oct 15, 2026 | 9,375 | $13.22K | Oct 15, 2026 | RSU VEST |
| Benjamin Haycraft Officer | Sep 18, 2026 | 200,000 | $428.30K | Sep 18, 2026 | OPTION EXERCISE |
| Benjamin Haycraft Officer | Sep 15, 2026 | 18,750 | $38.63K | Sep 15, 2026 | RSU VEST |
| Benjamin Haycraft Officer | Sep 11, 2026 | 13,810 | $29.55K | Sep 11, 2026 | RSU VEST |
| Angle Colin Director | Sep 9, 2026 | 44,957 | $101.60K | Sep 9, 2026 | Restricted Stock Awards |
| Helmer Maureen Director | Jun 8, 2026 | 50,000 | $160.75K | Jun 8, 2026 | Restricted Stock Units |
| Benjamin Haycraft Officer | Jan 12, 2026 | 40,000 | $86.80K | Jan 12, 2026 | RSU VEST |
| C. McNamee George Director | Dec 11, 2025 | 60,000 | $138.55K | Dec 11, 2025 | Previously Exercised Options |
| Benjamin Haycraft Officer | Dec 10, 2025 | 40,000 | $88.00K | Dec 10, 2025 | RSU VEST |
| Shrestha Sanjay Officer | Dec 2, 2025 | 50,000 | $107.50K | Dec 2, 2025 | Employee stock unit award(s) |
| Benjamin Haycraft Officer | Nov 10, 2025 | 10,000 | $29.20K | Nov 10, 2025 | RSU VEST |
| Benjamin Haycraft Officer | Oct 10, 2025 | 10,000 | $38.00K | Oct 10, 2025 | RSU VEST |
| Benjamin Toby Patrick Haycraft Officer | Sep 16, 2025 | 10,972 | $17.45K | Sep 16, 2025 | RSU VEST |
| Jose Luis Crespo Officer | Jun 11, 2025 | 37,300 | $49.24K | Jun 11, 2025 | RSU VEST |
| C/Fgeorge C. McNameeira Rollover Dated 06/06/08 Mssb Officer | Nov 1, 2024 | 10,000 | $19.60K | Nov 1, 2024 | Employee Stock Purchase Plan |