SIEMENS ENERGY AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ZEVIN ASSET MANAGEMENT LLC | 0.91% | — | #3 | $6.5M | 170,974 | $0 | 0 | +170,974 | New Buy | |
| Telligent Fund, LP | 2.11% | 2.7% | #1 | $2.9M | 75,000 | $2.5M | 15,000 | +60,000+400.00% | Add | |
| RHUMBLINE ADVISERS | <0.01% | <0.01% | #13 | $2.8M | 72,646 | $2.0M | 12,120 | +60,526+499.39% | Add | |
| Pinnacle Wealth Management Advisory Group, LLC | 0.14% | 0.15% | #7 | $2.4M | 61,985 | $2.1M | 12,397 | +49,588+400.00% | Add | |
| L & S Advisors Inc | 0.23% | 0.99% | #5 | $2.3M | 59,440 | $4.4M | 26,154 | +33,286+127.27% | Add | |
| SCOPUS ASSET MANAGEMENT, L.P. | 0.03% | — | #9 | $1.9M | 50,000 | $0 | 0 | +50,000 | New Buy | |
| GAMMA Investing LLC | 0.04% | 0.04% | #8 | $1.1M | 29,209 | $798,046 | 4,730 | +24,479+517.53% | Add | |
| Myriad Asset Management US LP | 1.46% | 1.41% | #2 | $1.1M | 27,795 | $938,000 | 5,559 | +22,236+400.00% | Add | |
| Bank of Marin | 0.31% | 0.22% | #4 | $450,584 | 11,885 | $308,297 | 1,881 | +10,004+531.84% | Add | |
| Cascades Capital Asset Management, LLC | 0.14% | 0.09% | #6 | $381,400 | 10,000 | $219,336 | 1,300 | +8,700+669.23% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #22 | $311,604 | 8,170 | $242,282 | 1,436 | +6,734+468.94% | Add | |
| Wealthspire Advisors, LLC | <0.01% | — | #15 | $249,626 | 6,545 | $0 | 0 | +6,545 | New Buy | |
| Diversified Trust Co | <0.01% | — | #11 | $222,353 | 5,865 | $0 | 0 | +5,865 | New Buy | |
| Financial Gravity Companies, Inc. | 0.01% | — | #10 | $57,973 | 1,520 | $0 | 0 | +1,520 | New Buy | |
| Ancora Advisors LLC | <0.01% | <0.01% | #18 | $53,396 | 1,400 | $7,930 | 47 | +1,353+2,878.72% | Add | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #20 | $49,506 | 1,298 | $11,136 | 66 | +1,232+1,866.67% | Add | |
| IMA Advisory Services, Inc. | <0.01% | <0.01% | #17 | $17,354 | 455 | $3,036 | 18 | +437+2,427.78% | Add | |
| Ascentis Independent Advisors | <0.01% | 0.03% | #12 | $15,922 | 419 | $381,812 | 2,263 | -1,844-81.48% | Reduce | |
| COMPASS FINANCIAL MANAGEMENT LLC | <0.01% | — | #14 | $12,968 | 340 | $0 | 0 | +340 | New Buy | |
| Salomon & Ludwin, LLC | <0.01% | 0.01% | #16 | $12,274 | 323 | $56,008 | 323 | 00.00% | Unchanged | |
| TRUST CO OF VERMONT | <0.01% | — | #21 | $6,255 | 165 | $0 | 0 | +165 | New Buy | |
| Gleason Group, Inc. | <0.01% | — | #19 | $3,981 | 105 | $0 | 0 | +105 | New Buy |