Siemens Energy AG

CUSIP: 82621A203 | 28 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Pinnacle Wealth Management Advisory Group, LLC61,985

0.1% of portfolio$2.0M

Gamma Investing LLC32,017

0.0% of portfolio$1.0M

Ascentis Independent Advisors11,823

0.0% of portfolio$383.9K

Yousif Capital Management, LLC8,749

0.0% of portfolio$283.4K

PNC Financial Services Group, Inc.7,758

0.0% of portfolio$251.9K

First Command Advisory Services, Inc.878

0.0% of portfolio$28.5K

Compass Financial Management LLC340

0.0% of portfolio$11.0K

Ascentis Wealth Management, LLC295

0.0% of portfolio$9.6K

Trust Co of Vermont165

0.0% of portfolio$5.3K

Gleason Group, Inc.105

0.0% of portfolio$3.4K

				Style	Turnover	Location	Filed
Pinnacle Wealth Management Advisory Group, LLC	61,985	$2.0M	0.1%	Growth	Low	Red Bank, NJ	2026-10-23
Gamma Investing LLC	32,017	$1.0M	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Ascentis Independent Advisors	11,823	$383.9K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Yousif Capital Management, LLC	8,749	$283.4K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
PNC Financial Services Group, Inc.	7,758	$251.9K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
First Command Advisory Services, Inc.	878	$28.5K	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Compass Financial Management LLC	340	$11.0K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Ascentis Wealth Management, LLC	295	$9.6K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Trust Co of Vermont	165	$5.3K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Gleason Group, Inc.	105	$3.4K	0.0%	ETF	Very Low	Prospect, KY	2026-10-15