Plug Power Inc. (PLUG): A Bull Case Theory
We came across a bullish thesis on Plug Power Inc. on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on PLUG.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 12,880,083 | $30,010,593 | +43% | 0.02% |
| 2. | Millennium Management Israel Englander | 9,778,839 | $22,784,695 | +2602% | 0.01% |
| 3. | 6,903,100 | $16,084,223 | +1% | 0.25% | |
| 4. | 4,976,500 | $11,595,245 | +26% | 0% | |
| 5. | Electron Capital Partners Jos Shaver | 4,576,398 | $10,663,008 | 0.48% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1.03 | 650,000 | $672,035.00 | 2,558,064 | 2025-06-09 | Filing | |
| $0.72 | 350,000 | $250,390.00 | 1,908,064 | 2025-05-16 | Filing | |
| $2.34 | 100,000 | $233,840.00 | 826,282 | 2019-03-18 | Filing | |
| $2.44 | 12,286 | $29,999.95 | 465,145 | 2019-03-14 | Filing | |
| $2.21 | 25,000 | $55,250.00 | 661,131 | 2017-09-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.92 | 10,000 | $29,200.00 | 467,583 | 2025-11-10 | Filing | |
| $1.59 | 10,972 | $17,445.48 | 477,583 | 2025-09-16 | Filing | |
| $1.32 | 37,300 | $49,236.00 | 270,032 | 2025-06-11 | Filing | |
| $2.09 | 10,000 | $20,916.00 | 684,782 | 2024-11-01 | Filing | |
| $2.37 | 10,000 | $23,719.00 | 683,444 | 2024-08-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 109,631,956 | $255,442,458 | 0% | |
| 2. | 99,589,204 | $232,042,847 | 0% | |
| 3. | 27,812,347 | $64,813,035 | 0% | |
| 4. | 24,841,340 | $57,880,322 | 0% | |
| 5. | 24,160,377 | $56,293,679 | 0.01% |