Siemens Energy AG
SMERY- Exchange
- OTC
- SEC CIK
- 0001830056
No open-market purchases or sales by Siemens Energy AG insiders were filed in the last 90 days; 21 institutions reported holding it in 13F filings for Q2 2026, worth $22.8M in total; no superinvestor holds it.
Other share classesSMEGF
13F holders, Q1 2026
Institutional positions in Siemens Energy AG as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 18
- +18 vs. Q4 2025
- Shares held
- 146.8K
- +146.8K vs. Q4 2025
- Total value
- $24.5M
- +$24.5M vs. Q4 2025
- New holders
- 18
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMERY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 21 | $22.8M |
| Q1 2026 | 18 | $24.5M |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Siemens Energy AG; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 60,862 | $9.97M | 0.02% | +60,862 | New |
| L & S Advisors Inc | 26,154 | $4.41M | 0.56% | +26,154 | New |
| Telligent Fund, LP | 15,000 | $2.53M | 2.70% | +15,000 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 12,397 | $2.09M | 0.14% | +12,397 | New |
| Rhumbline Advisers | 12,120 | $2.04M | 0.00% | +12,120 | New |
| Myriad Asset Management US LP | 5,559 | $938.0K | 1.41% | +5,559 | New |
| GAMMA Investing LLC | 4,730 | $798.0K | 0.04% | +4,730 | New |
| Golden State Equity Partners | 2,263 | $381.8K | 0.03% | +2,263 | New |
| Hallstatt Advisors L.P. | 2,125 | $358.5K | 0.28% | +2,125 | New |
| Michael B. Yongue | 1,881 | $308.3K | 0.22% | +1,881 | New |
| The PNC Financial Services Group, Inc. | 1,436 | $242.3K | 0.00% | +1,436 | New |
| Cascades Capital Asset Management, LLC | 1,300 | $219.3K | 0.09% | +1,300 | New |
| Salomon & Ludwin, LLC | 323 | $56.0K | 0.01% | +323 | New |
| Sofos Investments, Inc. | 304 | $51.3K | 0.01% | +304 | New |
| NBC Securities, Inc. | 212 | $34.7K | 0.00% | +212 | New |
| First Command Advisory Services, Inc. | 66 | $11.1K | 0.00% | +66 | New |
| Ancora Advisors, LLC | 47 | $7.93K | 0.00% | +47 | New |
| IMA Wealth, Inc. | 18 | $3.04K | 0.00% | +18 | New |