Michael J. Porro & Co. Financial Advisors, Inc.’s Energy Recovery ERII Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$141K	Buy	+10,450	New	+$158K	0.12%	129

Other funds holding ERII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s ERII Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Energy Recovery (ERII) in Q4 2025: 10,450 shares worth $141K. The stake represents 0.12% of the portfolio and ranks #129 among its holdings.

192 funds tracked by Wall St. Rank hold ERII as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 10,450 shares of Energy Recovery worth $141K as of Q4 2025.
Energy Recovery was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Energy Recovery made up 0.12% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #129 holding.
192 funds tracked by Wall St. Rank held Energy Recovery as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.