SMERYSIEMENS ENERGY AG SPONSORED ADS
CUSIP 82621A203 · Yahoo Finance ↗ · Google Finance ↗
Siemens Energy AG Sponsored Ads (SMERY) has 1 institutional holders in Filings Flow’s 13F database, together reporting 146.8K shares worth $15M as of Q1 2026. The largest reported holders are L & S Advisors Inc, Telligent Fund, LP, and Pinnacle Wealth Management Advisory Group, LLC.
Institutional Holders
1
Q1 2026
Reported Value
$1M
Ticker
SMERY
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| L & S Advisors Inc$795M AUM | 0.56% | $4M | 26.2K | Q1 2026OLDER |
| HALLSTATT ADVISORS L.P.$126M AUM | 0.28% | $358,530 | 2.1K | Q1 2026OLDER |
| Bank of Marin$137M AUM | 0.22% | $308,297 | 1.9K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.14% | $2M | 12.4K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 0.09% | $219,336 | 1.3K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.04% | $1M | 29.2K | Q2 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $381,812 | 2.3K | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $51,291 | 304 | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $56,008 | 323 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $34,746 | 212 | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $2M | 12.1K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $3,036 | 18 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $7,930 | 47 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $242,282 | 1.4K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $11,136 | 66 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.