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Evergreen Capital Management’s Energy Recovery ERII Stock Holding History

Evergreen Capital Management’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
Q1 		– Sell
-17,449
Closed -$235K – 1548
2025
Q4 		$235K Buy
+17,449
New +$265K 0.01% 1205

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State Street
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Vanguard Portfolio Management
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Evergreen Capital Management's ERII Position: Q1 2026 in Review

Evergreen Capital Management sold out of Energy Recovery (ERII) in Q1 2026, closing a stake of 17,449 shares — an estimated $235K sold.

Evergreen Capital Management first reported a position in ERII in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 197 funds tracked by Wall St. Rank hold ERII as of Q1 2026.

  • Evergreen Capital Management reported no remaining Energy Recovery position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 17,449 Energy Recovery shares in Q1 2026, an estimated $235K.
  • Evergreen Capital Management first reported a position in Energy Recovery in Q4 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Energy Recovery position peaked at $235K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Energy Recovery as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.