Activist Involved in Engine No. 1's Exxon Proxy Battle Increases Investment in Siemens Energy - FT
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Source: SeekingAlpha
Activist Investor Involvement: Ananym Capital, co-founded by Charlie Penner, has acquired a stake in Siemens Energy and is advocating for the company to spin off its wind business, similar to Penner's previous success with Exxon Mobil.
Strategic Review Proposal: The hedge fund believes that a strategic review of Siemens Gamesa, the wind unit, could enhance its value by allowing it to operate independently and avoid competition for resources with Siemens Energy's other divisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
