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SMERY SIEMENS ENERGY AG SPONSORED AD

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COM (common), issuer CIK 1830056

21 managers (21 13F filers) reported a position in SMERY shares at 2026-06-30, 597,287 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
21
13F filers
21
New
5
Added
13
Reduced
0
Sold out
4
Shares held by filers
597,287

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ZEVIN ASSET MANAGEMENT LLC170,974$6.52M0.91%new13F-HRTimeline
Telligent Fund, LP75,000$2.86M2.11%+60,00013F-HRTimeline
RHUMBLINE ADVISERS72,646$2.77M<0.01%+60,52613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…61,985$2.36M0.14%+49,58813F-HRTimeline
L & S Advisors Inc59,440$2.27M0.23%+33,28613F-HRTimeline
SCOPUS ASSET MANAGEMENT, L.P.50,000$1.91M0.04%new13F-HRTimeline
GAMMA Investing LLC29,209$1.11M0.04%+24,47913F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…27,795$1.06M1.46%+22,23613F-HRTimelineGroup
Bank of Marin11,885$451K0.31%+10,00413F-HRTimeline
Cascades Capital Asset Management, LLC10,000$381K0.14%+8,70013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,170$312K<0.01%+6,73413F-HRTimelineGroup
Wealthspire Advisors, LLC6,545$250K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO5,865$222K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC2,490$91.7K0.01%+2,16713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,520$58K0.01%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,400$53.4K<0.01%+1,35313F-HRTimelineGroup
First Command Advisory Services, Inc.1,298$49.5K<0.01%+1,23213F-HRTimeline
IMA Advisory Services, Inc.455$17.4K<0.01%+43713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC340$13K<0.01%13F-HRTimeline
TRUST CO OF VERMONT165$6.25K<0.01%13F-HRTimeline
Gleason Group, Inc.105$3.98K<0.01%new13F-HRTimeline