DaveManuel.com · Institutional Ownership · Who Owns It
SIEMENS ENERGY AG (SMERY)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
21
Reporting holders
$22.8M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | $6.5M | 170,974 | 0.91% | new | NEW |
| Telligent Fund, LP | $2.9M | 75,000 | 2.11% | 2q | +400.0%+$2.3M |
| RHUMBLINE ADVISERS | $2.8M | 72,646 | 0.00% | 2q | +499.4%+$2.3M |
| Pinnacle Wealth Management Advisory Group, LLC | $2.4M | 61,985 | 0.14% | 2q | +400.0%+$1.9M |
| L & S Advisors Inc | $2.3M | 59,440 | 0.23% | 2q | +127.3%+$1.3M |
| SCOPUS ASSET MANAGEMENT, L.P. | $1.9M | 50,000 | 0.03% | new | NEW |
| GAMMA Investing LLC | $1.1M | 29,209 | 0.04% | 2q | +517.5%+$933.6K |
| Myriad Asset Management US LP | $1.1M | 27,795 | 1.46% | 2q | +400.0%+$848.0K |
| Bank of Marin | $450.6K | 11,885 | 0.31% | 2q | +531.8%+$379.3K |
| Cascades Capital Asset Management, LLC | $381.4K | 10,000 | 0.14% | 2q | +669.2%+$331.8K |
| PNC Financial Services Group, Inc. | $311.6K | 8,170 | 0.00% | 2q | +468.9%+$256.8K |
| Wealthspire Advisors, LLC | $249.6K | 6,545 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $222.4K | 5,865 | 0.00% | new | NEW |
| Salomon & Ludwin, LLC | $91.7K | 2,490 | 0.01% | 2q | +670.9%+$79.8K |
| Financial Gravity Companies, Inc. | $58.0K | 1,520 | 0.01% | new | NEW |
| Ancora Advisors LLC | $53.4K | 1,400 | 0.00% | 2q | +2878.7%+$51.6K |
| First Command Advisory Services, Inc. | $49.5K | 1,298 | 0.00% | 2q | +1866.7%+$47.0K |
| IMA Advisory Services, Inc. | $17.4K | 455 | 0.00% | 2q | +2427.8%+$16.7K |
| COMPASS FINANCIAL MANAGEMENT LLC | $13.0K | 340 | 0.00% | new | FIRST |
| TRUST CO OF VERMONT | $6.3K | 165 | 0.00% | new | NEW |
| Gleason Group, Inc. | $4.0K | 105 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $3.3M | 103,021 | 1 | 1 | 0 | 0.0% |
| Q2 2026 | 21 | $22.8M | 597,287 | 7 | 13 | 0 | 0.0% |
| Q1 2026 | 18 | $24.5M | 146,797 | 18 | 0 | 0 | 0.0% |