Bouvel Investment Partners, LLC PLUG — PLUG POWER INC COM NEW

Ownership history in Bouvel Investment Partners, LLC  ·  21 quarters on record

AI Ownership Summary

Bouvel Investment Partners, LLC reported PLUG POWER INC COM NEW (PLUG) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q1. The latest visible filing shows PLUG at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bouvel Investment Partners, LLC's position in PLUG POWER INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLUG was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLUG stock page Bouvel Investment Partners, LLC fund profile Bouvel Investment Partners, LLC full holdings
How Bouvel Investment Partners, LLC held PLUG — position size vs. price
% of Fund (quarterly)    PLUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 367,782 +21,226 +6.1% 0.24% $831K 2026-04-10 $2.74
2025 Q4 ADDED — — — 346,556 +331,556 +2210.4% 0.20% $683K 2026-01-23 $2.50
2025 Q3 REDUCED 96.0% -15.4% ✅ 15,000 -363,634 -96.0% 0.01% $35K 2025-10-22 $2.92
2025 Q1 ADDED — — — 378,634 +363,634 +2424.2% 0.32% $856K 2025-04-17 $0.90
2024 Q4 REDUCED 96.1% -36.6% ✅ 15,000 -366,110 -96.1% 0.01% $32K 2025-01-15 $2.71
2024 Q3 UNCHANGED — — — 381,110 — 0% 0.34% $888K 2024-10-16 $2.07
2024 Q2 ADDED — — — 381,110 +16,056 +4.4% 0.34% $888K 2024-07-12 $3.07
2024 Q1 ADDED — — — 365,054 +162,692 +80.4% 0.54% $1.3M 2024-04-16 $2.70
2023 Q4 ADDED — — — 202,362 +15,114 +8.1% 0.43% $911K 2024-01-11 $3.72
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLUG

As of 2026 Q1 — sorted by position size

Lotus Technology Management, LP 1.39% KIECKHEFER GROUP LLC 0.53% 1492 Capital Management LLC 3Y 7Y 0.35% Ground Swell Capital, LLC 3Y 7Y 0.19% HC Advisors, LLC 3Y 0.16% Skaana Management L.P. 3Y 0.15% R Squared Ltd 0.15% SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 3Y 7Y 0.13% J. Derek Lewis & Associates Inc. 0.13% Cobblestone Asset Management LLC 0.12%

FAQ About Bouvel Investment Partners, LLC and PLUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bouvel Investment Partners, LLC reported owning PLUG?

Bouvel Investment Partners, LLC reported PLUG across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PLUG position in Bouvel Investment Partners, LLC's portfolio?

The largest reported portfolio weight for PLUG was 0.54% in 2024 Q1.

What is the latest reported PLUG position on this page?

The most recent filing on this page is 2026 Q1, when Bouvel Investment Partners, LLC reported 367,782 shares, equal to 0.24% of portfolio, with an estimated market value of $831K.

What does the chart on this PLUG ownership page compare?

The chart compares Bouvel Investment Partners, LLC's quarterly PLUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bouvel Investment Partners, LLC time their PLUG position?

Based on 13F filing dates vs. subsequent PLUG price moves, Bouvel Investment Partners, LLC correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on PLUG relative to SPY over the holding period was -52.0%.

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