Plug Power Inc.
MX ˙ BMV ˙ US72919P2020
SecurityMX:PLUG / Plug Power Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership3,279,434 shares
Latest Disclosed Value $ 7,411,521
Stifel Financial Corp reports 11.63% increase in ownership of PLUG / Plug Power Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 3,279,434 shares of Plug Power Inc. (MX:PLUG) valued at $7,411,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,937,742 shares of Plug Power Inc.. This represents a change in shares of 11.63% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F PLUG PWR COM NEW 72919P202 3,279,434 341,692 11.63 7,412 28.06 0.0016
2026-02-13 2025-12-31 13F PLUG POWER COM NEW 72919P202 2,937,742 544,108 22.73 5,787 3.77 0.0052
2025-11-12 2025-09-30 13F PLUG POWER COM NEW 72919P202 2,393,634 150,179 6.69 5,577 66.88 0.0051
2025-08-14 2025-06-30 13F PLUG POWER COM NEW 72919P202 2,243,455 552,100 32.64 3,343 46.39 0.0033
2025-05-14 2025-03-31 13F PLUG POWER COM NEW 72919P202 1,691,355 328,241 24.08 2,283 -21.36 0.0024
2025-02-13 2024-12-31 13F PLUG POWER COM NEW 72919P202 1,363,114 -35,284 -2.52 2,903 -8.13 0.0030
2024-11-14 2024-09-30 13F PLUG POWER COM NEW 72919P202 1,398,398 265,514 23.44 3,160 19.74 0.0033
2024-08-13 2024-06-30 13F PLUG POWER COM NEW 72919P202 1,132,884 594,453 110.40 2,640 42.49 0.0030
2024-05-14 2024-03-31 13F PLUG POWER COM NEW 72919P202 538,431 281,525 109.58 1,852 60.21 0.0021
2024-02-12 2023-12-31 13F PLUG POWER COM NEW 72919P202 256,906 -239,819 -48.28 1,156 -69.38 0.0015
2023-11-13 2023-09-30 13F PLUG POWER COM NEW 72919P202 496,725 196,924 65.68 3,775 21.23 0.0053
2023-08-14 2023-06-30 13F PLUG POWER COM NEW 72919P202 299,801 83,847 38.83 3,115 23.08 0.0043
2023-05-12 2023-03-31 13F PLUG POWER COM NEW 72919P202 215,954 10,581 5.15 2,531 -0.39 0.0036
2023-02-13 2022-12-31 13F PLUG POWER COM NEW 72919P202 205,373 -97,083 -32.10 2,540 -60.03 0.0038
2022-11-14 2022-09-30 13F PLUG POWER COM NEW 72919P202 302,456 92,793 44.26 6,355 82.88 0.0104
2022-08-15 2022-06-30 13F PLUG POWER COM NEW 72919P202 209,663 8,920 4.44 3,475 -39.50 0.0054
2022-05-13 2022-03-31 13F PLUG POWER COM NEW 72919P202 200,743 6,372 3.28 5,744 4.66 0.0078
2022-02-14 2021-12-31 13F PLUG POWER COM NEW 72919P202 194,371 -17,072 -8.07 5,488 1.61 0.0073
2021-11-15 2021-09-30 13F PLUG POWER COM NEW 72919P202 211,443 22,319 11.80 5,401 -16.47 0.0079
2021-08-13 2021-06-30 13F PLUG POWER COM NEW 72919P202 189,124 86,520 84.32 6,466 75.85 0.0097
2021-05-14 2021-03-31 13F PLUG POWER COM NEW 72919P202 102,604 -7,678 -6.96 3,677 -1.68 0.0061
2021-02-12 2020-12-31 13F PLUG POWER COM NEW 72919P202 110,282 42,726 63.25 3,740 312.80 0.0067
2020-11-16 2020-09-30 13F PLUG POWER COM NEW 72919P202 67,556 -23,271 -25.62 906 21.45 0.0019
2020-08-14 2020-06-30 13F PLUG POWER COM NEW 72919P202 90,827 -4,736 -4.96 746 120.06 0.0017
2020-05-14 2020-03-31 13F PLUG POWER COM NEW 72919P202 95,563 43,273 82.76 339 104.22 0.0009
2020-02-13 2019-12-31 13F PLUG POWER COM NEW 72919P202 52,290 52,290 -45.28 166 -51.03 0.0003
2014-11-13 2014-09-30 13F PLUG POWER COM NEW 72919P202 0 -24,721 -100.00 0 -100.00
2014-08-14 2014-06-30 13F PLUG POWER COM NEW 72919P202 24,721 4,200 20.47 116 -20.55 0.0010
2014-05-15 2014-03-31 13F PLUG POWER COM NEW 72919P202 20,521 20,521 146 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.