Siemens Energy AG/ADR - SMERY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | History | New | 170,974 | 6,520 | 0.91% | — | 1 | +170,974 | New | Q2 2026 | Aug 06, 2026 |
| Telligent Fund, LP | History | Added to | 75,000 | 2,860 | 2.11% | 2.7% | 2 | +60,000 | 400.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 72,646 | 2,770 | 0.0% | 0.0% | 3 | +60,526 | 499.39% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 61,985 | 2,364 | 0.14% | 0.14% | 4 | +49,588 | 400.0% | Q2 2026 | Aug 05, 2026 |
| L & S Advisors Inc | History | Added to | 59,440 | 2,267 | 0.23% | 0.56% | 5 | +33,286 | 127.27% | Q2 2026 | Aug 12, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 50,000 | 1,907 | 0.03% | — | 6 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 29,209 | 1,114 | 0.04% | 0.04% | 7 | +24,479 | 517.53% | Q2 2026 | Jul 07, 2026 |
| Myriad Asset Management US LP | History | Added to | 27,795 | 1,060 | 1.46% | 1.41% | 8 | +22,236 | 400.0% | Q2 2026 | Jul 20, 2026 |
| Bank of Marin | History | Added to | 11,885 | 450 | 0.31% | 0.22% | 9 | +10,004 | 531.84% | Q2 2026 | Aug 13, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 10,000 | 381 | 0.14% | 0.09% | 10 | +8,700 | 669.23% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,170 | 311 | 0.0% | 0.0% | 11 | +6,734 | 468.94% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | New | 6,545 | 249 | 0.0% | — | 12 | +6,545 | New | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | New | 5,865 | 222 | 0.0% | — | 13 | +5,865 | New | Q2 2026 | Jul 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,490 | 91 | 0.01% | 0.01% | 14 | +2,167 | 670.9% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1,520 | 57 | 0.01% | — | 15 | +1,520 | New | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | Added to | 1,400 | 53 | 0.0% | 0.0% | 16 | +1,353 | 2878.72% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 304 | 51 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,298 | 49 | 0.0% | 0.0% | 18 | +1,232 | 1866.67% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 455 | 17 | 0.0% | 0.0% | 19 | +437 | 2427.78% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 340 | 12 | 0.0% | — | 20 | +340 | New | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 165 | 6 | 0.0% | — | 21 | +165 | New | Q2 2026 | Aug 07, 2026 |
| Gleason Group, Inc. | History | New | 105 | 3 | 0.0% | — | 22 | +105 | New | Q2 2026 | Jul 13, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.02% | — | -60,862 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -2,263 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HALLSTATT ADVISORS L.P. | History | Closed out | 0 | 0 | — | 0.28% | — | -2,125 | -100.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q2 2026 | Jul 21, 2026 |