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, Q2 2026
Institutional positions in Siemens Energy AG as of Jun 30, 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
- 21
- +4 vs. Q1 2026
- Shares held
- 597.3K
- −135.2K (−18.5%) vs. Q1 2026Converted for a 5-for-1 split
- Total value
- $22.8M
- −$1.64M (−6.7%) vs. Q1 2026
- New holders
- 8
- 9 more added
- Sold out
- 4
- 1 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Siemens Energy AG; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 105 | $3.98K | 0.00% | +105 | New |
| Trust Co of Vermont | 165 | $6.25K | 0.00% | +165 | New |
| Compass Financial Management LLC | 340 | $13.0K | 0.00% | +340 | New |
| IMA Wealth, Inc. | 455 | $17.4K | 0.00% | +365+405.6% | AddedConverted for a 5-for-1 split |
| First Command Advisory Services, Inc. | 1,298 | $49.5K | 0.00% | +968+293.3% | AddedConverted for a 5-for-1 split |
| Ancora Advisors, LLC | 1,400 | $53.4K | 0.00% | +1,165+495.7% | AddedConverted for a 5-for-1 split |
| Financial Gravity Companies, Inc. | 1,520 | $58.0K | 0.01% | +1,520 | New |
| Salomon & Ludwin, LLC | 2,490 | $91.7K | 0.01% | +875+54.2% | AddedConverted for a 5-for-1 split |
| Diversified Trust Co | 5,865 | $222.4K | 0.00% | +5,865 | New |
| Wealthspire Advisors, LLC | 6,545 | $249.6K | 0.00% | +6,545 | New |
| The PNC Financial Services Group, Inc. | 8,170 | $311.6K | 0.00% | +990+13.8% | AddedConverted for a 5-for-1 split |
| Cascades Capital Asset Management, LLC | 10,000 | $381.4K | 0.14% | +3,500+53.8% | AddedConverted for a 5-for-1 split |
| Michael B. Yongue | 11,885 | $450.6K | 0.31% | +2,480+26.4% | AddedConverted for a 5-for-1 split |
| Myriad Asset Management US LP | 27,795 | $1.06M | 1.46% | 00.0% | UnchangedConverted for a 5-for-1 split |
| GAMMA Investing LLC | 29,209 | $1.11M | 0.04% | +5,559+23.5% | AddedConverted for a 5-for-1 split |
| Scopus Asset Management, L.P. | 50,000 | $1.91M | 0.04% | +50,000 | New |
| L & S Advisors Inc | 59,440 | $2.27M | 0.23% | −71,330−54.5% | ReducedConverted for a 5-for-1 split |
| Pinnacle Wealth Management Advisory Group, LLC | 61,985 | $2.36M | 0.14% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Rhumbline Advisers | 72,646 | $2.77M | 0.00% | +12,046+19.9% | AddedConverted for a 5-for-1 split |
| Telligent Fund, LP | 75,000 | $2.86M | 2.11% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Zevin Asset Management LLC | 170,974 | $6.52M | 0.91% | +170,974 | New |
| Bessemer Group Inc | 0 | $0 | 0.00% | −304,310−100.0% | Sold outConverted for a 5-for-1 split |
| Golden State Equity Partners | 0 | $0 | 0.00% | −11,315−100.0% | Sold outConverted for a 5-for-1 split |
| Hallstatt Advisors L.P. | 0 | $0 | 0.00% | −10,625−100.0% | Sold outConverted for a 5-for-1 split |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,060−100.0% | Sold outConverted for a 5-for-1 split |
| Sofos Investments, Inc. | – | – | – | – | Not filed |