CIBC Private Wealth Group
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CIBC Private Wealth Group’s Energy Recovery ERII Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$850 Hold
63
– – ﹤0.01% 2948
2025
Q3 		$971 Hold
63
– – ﹤0.01% 2823
2025
Q2 		$805 Hold
63
– – ﹤0.01% 2785
2025
Q1 		$902 Buy
+63
New +$959 ﹤0.01% 2824

Other funds holding ERII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

CIBC Private Wealth Group's ERII Position: Q4 2025 in Review

CIBC Private Wealth Group held its Energy Recovery (ERII) position steady in Q4 2025 at 63 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

CIBC Private Wealth Group first reported a position in ERII in Q1 2025 and has held it in 4 quarters since. The position peaked at $971 in Q3 2025. 191 funds tracked by Wall St. Rank hold ERII as of Q4 2025.

  • CIBC Private Wealth Group held 63 shares of Energy Recovery worth $850 as of Q4 2025.
  • CIBC Private Wealth Group left its Energy Recovery share count unchanged in Q4 2025.
  • Energy Recovery made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2948 holding.
  • CIBC Private Wealth Group first reported a position in Energy Recovery in Q1 2025 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Energy Recovery position peaked at $971 in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Energy Recovery as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.