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Siemens Energy AG

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares61,985 from 61,985
Change0 (0%)
Value$2.0M (-$351.5K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares32,017 from 29,209
Change+2,808 (+10%)
Value$1.0M (-$74.4K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares11,823
Change+11,823
Value$383.9K
Filed 2026-11-03
Yousif Capital Management, LLC
NEW
Shares8,749
Change+8,749
Value$283.4K
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares7,758 from 8,170
Change-412 (-5%)
Value$251.9K (-$59.7K)
Filed 2026-11-06
First Command Advisory Services, Inc.
DECREASED
Shares878 from 1,298
Change-420 (-32%)
Value$28.5K (-$21.0K)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$11.0K (-$1.9K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares295
Change+295
Value$9.6K
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$5.3K (-$910)
Filed 2026-10-21
Gleason Group, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$3.4K (-$580)
Filed 2026-10-15
Myriad Asset Management US LP
CLOSED
Shares0 from 27,795
Change-27,795 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Diversified Trust Co
CLOSED
Shares0 from 5,865
Change-5,865 (-100%)
Value$0 (-$222.4K)
Filed 2026-11-06
Salomon & Ludwin, LLC
CLOSED
Shares0 from 2,490
Change-2,490 (-100%)
Value$0 (-$91.7K)
Filed 2026-10-29
Zevin Asset Management LLC
N/A
Shares— from 170,974
Change-170,974 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 72,646
Change-72,646 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 59,440
Change-59,440 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Bank of Marin
N/A
Shares— from 11,885
Change-11,885 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,545
Change-6,545 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 455
Change-455 (-100%)
Value—
Status
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED61,98561,98500%$2.4M$2.0M-$351.5K2026-10-23
Gamma Investing LLC
INCREASED32,01729,209+2,808+10%$1.1M$1.0M-$74.4K2026-10-08
Ascentis Independent Advisors
NEW11,823—+11,823——$383.9K—2026-11-03
Yousif Capital Management, LLC
NEW8,749—+8,749——$283.4K—2026-10-22
PNC Financial Services Group, Inc.
DECREASED7,7588,170-412-5%$311.6K$251.9K-$59.7K2026-11-06
First Command Advisory Services, Inc.
DECREASED8781,298-420-32%$49.5K$28.5K-$21.0K2026-11-05
Compass Financial Management LLC
UNCHANGED34034000%$13.0K$11.0K-$1.9K2026-10-30
Ascentis Wealth Management, LLC
NEW295—+295——$9.6K—2026-11-03
Trust Co of Vermont
UNCHANGED16516500%$6.3K$5.3K-$9102026-10-21
Gleason Group, Inc.
UNCHANGED10510500%$4.0K$3.4K-$5802026-10-15
Myriad Asset Management US LP
CLOSED027,795-27,795-100%$1.1M$0-$1.1M2026-11-03
Diversified Trust Co
CLOSED05,865-5,865-100%$222.4K$0-$222.4K2026-11-06
Salomon & Ludwin, LLC
CLOSED02,490-2,490-100%$91.7K$0-$91.7K2026-10-29
Zevin Asset Management LLC
N/A—170,974-170,974-100%$6.5M———
Telligent Fund, LP
N/A—75,000-75,000-100%$2.9M———
Rhumbline Advisers
N/A—72,646-72,646-100%$2.8M———
L & S Advisors Inc
N/A—59,440-59,440-100%$2.3M———
Scopus Asset Management, L.P.
N/A—50,000-50,000-100%$1.9M———
Bank of Marin
N/A—11,885-11,885-100%$450.6K———
Cascades Capital Asset Management, LLC
N/A—10,000-10,000-100%$381.4K———
Wealthspire Advisors, LLC
N/A—6,545-6,545-100%$249.6K———
Financial Gravity Companies, Inc.
N/A—1,520-1,520-100%$58.0K———
Ancora Advisors LLCA
N/A—1,400-1,400-100%$53.4K———
IMA Advisory Services, Inc.
N/A—455-455-100%$17.4K———
Showing 24 of 24 institutions