Siemens Energy AG Spon Ads (SMERY) institutional ownership

SIEMENS ENERGY AG SPON ADS · 13F, 2026Q2

Managers holding21
Shares held597,287
Reported value$22.8m
Quarter flows8 new, 13 added, 0 trimmed, 5 exited

Top 21 holders

ManagerSharesValue% of manager's 13F
ZEVIN ASSET MANAGEMENT LLC170,974$6.5m0.9%
Telligent Fund, LP75,000$2.9m2.1%
RHUMBLINE ADVISERS72,646$2.8m0.0%
Pinnacle Wealth Management Advisory Group, LLC61,985$2.4m0.1%
L & S Advisors Inc59,440$2.3m0.2%
SCOPUS ASSET MANAGEMENT, L.P.50,000$1.9m0.0%
GAMMA Investing LLC29,209$1.1m0.0%
Myriad Asset Management US LP27,795$1.1m1.5%
Bank of Marin11,885$450,5840.3%
Cascades Capital Asset Management, LLC10,000$381,4000.1%
PNC Financial Services Group, Inc.8,170$311,6040.0%
Wealthspire Advisors, LLC6,545$249,6260.0%
DIVERSIFIED TRUST CO5,865$222,3530.0%
Salomon & Ludwin, LLC2,490$91,7320.0%
Financial Gravity Companies, Inc.1,520$57,9730.0%
Ancora Advisors LLC1,400$53,3960.0%
First Command Advisory Services, Inc.1,298$49,5060.0%
IMA Advisory Services, Inc.455$17,3540.0%
COMPASS FINANCIAL MANAGEMENT LLC340$12,9680.0%
TRUST CO OF VERMONT165$6,2550.0%
Gleason Group, Inc.105$3,9810.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SMERY"). SMERY price history · All 13F data

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