7 institutions reported holding $2.4M of SIEMENS ENERGY AG (SMERY) in SEC 13F filings for 2026-06-30. Largest institutional holders: GAMMA Investing LLC ($1.1M), Myriad Asset Management US LP ($1.1M), Diversified Trust Co ($222,353), Gleason Group, Inc. ($3,981), Golden State Equity Partners ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $1.1M | 29,209 | Added |
| 2 | Myriad Asset Management US LP | $1.1M | 27,795 | Added |
| 3 | Diversified Trust Co | $222,353 | 5,865 | New |
| 4 | Gleason Group, Inc. | $3,981 | 105 | New |
| 5 | Golden State Equity Partners | $0 | 0 | Exited |
| 6 | HALLSTATT ADVISORS L.P. | $0 | 0 | Exited |
| 7 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30