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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BESSEMER GROUP INC | History | New | 60,862 | 9,975 | 0.02% | — | 1 | +60,862 | New | Q1 2026 | May 06, 2026 |
| L & S Advisors Inc | History | New | 26,154 | 4,412 | 0.56% | — | 2 | +26,154 | New | Q1 2026 | May 11, 2026 |
| Telligent Fund, LP | History | New | 15,000 | 2,530 | 2.7% | — | 3 | +15,000 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 12,397 | 2,091 | 0.14% | — | 4 | +12,397 | New | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | New | 12,120 | 2,044 | 0.0% | — | 5 | +12,120 | New | Q1 2026 | May 12, 2026 |
| Myriad Asset Management US LP | History | New | 5,559 | 938 | 1.41% | — | 6 | +5,559 | New | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | New | 4,730 | 798 | 0.04% | — | 7 | +4,730 | New | Q1 2026 | Apr 06, 2026 |
| Ascentis Independent Advisors | History | New | 2,263 | 381 | 0.03% | — | 8 | +2,263 | New | Q1 2026 | Apr 28, 2026 |
| HALLSTATT ADVISORS L.P. | History | New | 2,125 | 358 | 0.28% | — | 9 | +2,125 | New | Q1 2026 | May 07, 2026 |
| Bank of Marin | History | New | 1,881 | 308 | 0.22% | — | 10 | +1,881 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,436 | 242 | 0.0% | — | 11 | +1,436 | New | Q1 2026 | May 08, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 1,300 | 219 | 0.09% | — | 12 | +1,300 | New | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | New | 323 | 56 | 0.01% | — | 13 | +323 | New | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 304 | 51 | 0.01% | — | 14 | +304 | New | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | New | 212 | 34 | 0.0% | — | 15 | +212 | New | Q1 2026 | Apr 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 66 | 11 | 0.0% | — | 16 | +66 | New | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | New | 47 | 7 | 0.0% | — | 17 | +47 | New | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | New | 18 | 3 | 0.0% | — | 18 | +18 | New | Q1 2026 | May 06, 2026 |