$SMERY

$169.50 +$0.71 (0.42%) Close

$SMERY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 850.0M shares outstanding

Who owns SMERY?

By type of holder

Institutions 0.1% Everyone else 99.9%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 0.1%

Zevin Asset Management LLC 0.0% · Telligent Fund, LP 0.0%

Institutional ownership

0.1%

+0.1 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+450.5K

by institutions in Q2 2026

New / sold out

8 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Zevin Asset Management LLC NEW +171.0K
Rhumbline Advisers +60.5K

Biggest sellers in Q2 2026

Bessemer Group Inc SOLD OUT −60.9K
Ascentis Independent Advisors SOLD OUT −2.3K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Siemens Energy AG in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Siemens Energy AG.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years12% 1–3 years22% Under 1 year66%

Quarterly turnover

198.2%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting SMERY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
ZA Zevin Asset Management LLC	171.0K	0.02%	NEW	Q2 '26	0.9%
Shares held by quarter Peak holding171.0K (Q2'26) Change over 8 quarters+171.0K Share of the company0.020% Zevin Asset Management LLC's full portfolio →
TF Telligent Fund, LP	75.0K	0.01%	+60.0K (+400.0%)	Q3 '25	2.1%
Shares held by quarter Peak holding75.0K (Q2'26) Change over 8 quarters+75.0K Share of the company0.010% Telligent Fund, LP's full portfolio →

Zevin Asset Management LLC

171.0K

% of company

0.02%

Change vs last qtr

NEW

Held since

Q2 '26

Telligent Fund, LP

75.0K

% of company

0.01%

Change vs last qtr

+60.0K (+400.0%)

Held since

Q3 '25

24 more super investors behind a free account

See every manager holding Siemens Energy AG, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMERY on Form N-PORT; together they hold 0.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
ID iShares Dynamic Equity Active ETF BlackRock ETF Trust	$12M	352.0K	0.04%	0.40%	July 31, 2026
WE World Energy Fund Cavanal Hill Funds	$7.91M	42.0K	0.00%	2.73%	May 31, 2026

iShares Dynamic Equity Active ETF

BlackRock ETF Trust

Position value

$12M

% of company

0.04%

% of the fund

0.40%

As of

July 31, 2026

World Energy Fund

Cavanal Hill Funds

Position value

$7.91M

% of company

0.00%

% of the fund

2.73%

As of

May 31, 2026

18 more funds behind a free account

See every fund holding Siemens Energy AG and how much of the fund the position is.

Comments