LongENR:GRSep 2026
Siemens Energy
Siemens Energy owns major power-generation and electricity-transmission businesses alongside a wind-turbine operation undergoing a turnaround. The company was separated from…
ENR:GR
1 published idea on Siemens Energy across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Siemens Energy: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Siemens Energy owns major power-generation and electricity-transmission businesses alongside a wind-turbine operation undergoing a turnaround. The company was separated from…