22.05.2024 14:26:26 - EQS-PVR: Siemens Energy AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

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EQS Voting Rights Announcement: Siemens Energy AG
Siemens Energy AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the
objective of Europe-wide distribution
2024-05-22 / 14:26 CET/CEST
Dissemination of a Voting Rights Announcement transmitted by EQS News - a service of EQS Group AG.
The issuer is solely responsible for the content of this announcement.
Notification of Major Holdings
1. Details of issuer


Name: Siemens Energy AG

Street: Otto-Hahn-Ring 6

Postal code: 81739

City: Munich
Germany

Legal Entity Identifier (LEI): 5299005CHJZ14D4FDJ62
2. Reason for notification


X Acquisition/disposal of shares with voting rights

Acquisition/disposal of instruments

Change of breakdown of voting rights

Other reason:
3. Details of person subject to the notification obligation


Legal entity: Morgan Stanley
City of registered office, country: Wilmington, Delaware, United States of America (USA)
4. Names of shareholder(s) holding directly 3% or more voting rights, if different from 3.



5. Date on which threshold was crossed or reached:


16 May 2024
6. Total positions


% of voting rights % of voting rights through     Total of 
attached to shares                instruments    both in %        Total number of voting rights 
(total of 7.a.)   (total of 7.b.1 + 7.b.2)      (7.a. +             pursuant to Sec. 41 WpHG 

7.b.)

New 3.13 % 0.45 % 3.58 % 799309712

Previous n/a % n/a % n/a % /
notification
7. Details on total positions a. Voting rights attached to shares (Sec. 33, 34 WpHG)


ISIN Absolute In %

Direct Indirect Direct Indirect
(Sec. 33 WpHG) (Sec. 34 WpHG) (Sec. 33 WpHG) (Sec. 34 WpHG)

DE000ENER6Y0 0 25023608 0 % 3.13 %

Total 25023608 3.13 %
b.1. Instruments according to Sec. 38 (1) no. 1 WpHG


Type of instrument                     Expiration or maturity Exercise or conversion     Voting rights  Voting rights 
date                   period                          absolute           in % 


Equity Call Option From 21.06.2024 to at any time 2340545 0.29 %
17.12.2027

Right of recall over securities at any time at any time 706711 0.09 %
lending agreements

Total 3047256 0.38 %
b.2. Instruments according to Sec. 38 (1) no. 2 WpHG


Type of instrument  Expiration or maturity Exercise or conversion Cash or physical        Voting rights Voting rights 
date                   period                 settlement                   absolute          in % 


Equity Put Option From 21.06.2024 to at any time Physical 184900 0.02 %
20.06.2025

Retail Structured   From 25.11.2072 to     at any time            Cash                            10202           0 % 
Product             14.05.2074 


Equity Swap From 11.11.2025 to at any time Cash 152803 0.02 %
14.07.2027

Compound Option From 25.05.2026 to at any time Cash 9525 0 %
14.05.2029

Convertible Bond 14.09.2025 at any time Physical 193131 0.02 %

Total 550561 0.07 %
8. Information in relation to the person subject to the notification obligation


Person subject to the notification obligation is not controlled nor does it control any other
undertaking(s) that directly or indirectly hold(s) an interest in the (underlying) issuer (1.).

X Full chain of controlled undertakings starting with the ultimate controlling natural person or legal
entity:



Name % of voting rights (if at % of voting rights through instruments Total of both (if at
least 3% or more) (if at least 5% or more) least 5% or more)
Morgan Stanley % % %

Morgan Stanley Capital % % %
Management, LLC

Morgan Stanley Domestic % % %
Holdings, LLC

Morgan Stanley Capital % % %
Services LLC

- % % %

Morgan Stanley % % %

Morgan Stanley Capital % % %
Management, LLC

Morgan Stanley & Co. LLC % % %

- % % %

Morgan Stanley % % %

Morgan Stanley
International Holdings % % %
Inc.

Morgan Stanley % % %
International Limited

Morgan Stanley Investments % % %
(UK)

Morgan Stanley & Co. % % %
International plc

- % % %

Morgan Stanley % % %

Morgan Stanley Capital % % %
Management, LLC

Morgan Stanley & Co. LLC % % %

Prime Dealer Services % % %
Corp.

- % % %

Morgan Stanley % % %

Morgan Stanley
International Holdings % % %
Inc.

Morgan Stanley B.V. % % %
9. In case of proxy voting according to Sec. 34 para. 3 WpHG (only in case of attribution of voting rights in accordance with Sec. 34 para. 1 sent. 1 No. 6 WpHG) Date of general meeting: Holding total positions after general meeting (6.) after annual general meeting:


Proportion of voting rights Proportion of instruments Total of both

% % %
10. Other explanatory remarks:


The notification was triggered due to an acquisition of client securities over which Morgan Stanley & Co. LLC has a
right of use.
Date


22 May 2024

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2024-05-22 CET/CEST The EQS Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases. Archive at www.eqs-news.com

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Language:     English 
Company:      Siemens Energy AG 

Otto-Hahn-Ring 6
81739 Munich
Germany
Internet: www.siemens-energy.com

End of News EQS News Service
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1908909 2024-05-22 CET/CEST

Image link: https://eqs-cockpit.com/cgi-bin/fncls.ssp?fn=show_t_gif&application_id=1908909&application_name=news

END) Dow Jones Newswires

May 22, 2024 08:26 ET (12:26 GMT)
Name WKN Börse Kurs Datum/Zeit Diff. Diff. % Geld Brief Erster Schluss
SIEMENS ENERGY AG NA O.N. ENER6Y Xetra 23,240 14.06.24 17:35:29 -0,150 -0,64% 23,200 0,000 23,590 23,240

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