Avanza Fonder
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Avanza Fonder’s Energy Recovery ERII Stock Holding History

Avanza Fonder’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.9K Hold
3,137
– – ﹤0.01% 455
2026
Q2 		$28.3K Sell
3,137
-2,420
-44% -$23K ﹤0.01% 456
2026
Q1 		$56K Hold
5,557
– – ﹤0.01% 475
2025
Q4 		$75K Sell
5,557
-1,717
-24% -$26K ﹤0.01% 482
2025
Q3 		$112K Hold
7,274
– – ﹤0.01% 408
2025
Q2 		$93K Hold
7,274
– – ﹤0.01% 414
2025
Q1 		$116K Hold
7,274
– – ﹤0.01% 428
2024
Q4 		$107K Buy
+7,274
New +$124K ﹤0.01% 421

Other funds holding ERII

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Kopion Asset Management
Kopion Asset Management Mckinney, Texas $156M AUM 4.73% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Swiss Life Asset Management
Swiss Life Asset Management Zurich $23.2B AUM 31.8% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Avanza Fonder's ERII Position: Q3 2026 in Review

Avanza Fonder held its Energy Recovery (ERII) position steady in Q3 2026 at 3,137 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Avanza Fonder first reported a position in ERII in Q4 2024 and has held it in 8 quarters since. The position peaked at $116K in Q1 2025. 78 funds tracked by Wall St. Rank hold ERII as of Q3 2026.

  • Avanza Fonder held 3,137 shares of Energy Recovery worth $20.9K as of Q3 2026.
  • Avanza Fonder left its Energy Recovery share count unchanged in Q3 2026.
  • Energy Recovery made up ﹤0.01% of Avanza Fonder's portfolio in Q3 2026, its #455 holding.
  • Avanza Fonder first reported a position in Energy Recovery in Q4 2024 and has held it in 8 quarters since.
  • Avanza Fonder's Energy Recovery position peaked at $116K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Energy Recovery as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.