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Inspire Investing’s Energy Recovery ERII Stock Holding History

Inspire Investing’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
Q2 		$692K Buy
76,732
+24,702
+47% +$235K 0.03% 524
2026
Q1 		$524K Buy
52,030
+16,691
+47% +$218K 0.03% 483
2025
Q4 		$477K Buy
35,339
+5,288
+18% +$80.2K 0.04% 339
2025
Q3 		$463K Sell
30,051
-622
-2% -$8.77K 0.05% 337
2025
Q2 		$392K Buy
30,673
+8,549
+39% +$116K 0.04% 428
2025
Q1 		$352K Sell
22,124
-5,677
-20% -$86.4K 0.04% 337
2024
Q4 		$409K Buy
27,801
+3,594
+15% +$61.5K 0.05% 360
2024
Q3 		$421K Sell
24,207
-2,903
-11% -$45.8K 0.04% 359
2024
Q2 		$360K Buy
27,110
+4,156
+18% +$57.3K 0.04% 363
2024
Q1 		$362K Buy
22,954
+2,418
+12% +$38.5K 0.04% 436
2023
Q4 		$387K Buy
20,536
+6,054
+42% +$112K 0.04% 439
2023
Q3 		$307K Buy
+14,482
New +$387K 0.04% 539

Other funds holding ERII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Inspire Investing's ERII Position: Q2 2026 in Review

Inspire Investing increased its Energy Recovery (ERII) stake by 47% in Q2 2026, buying an estimated $235K and bringing the position to 76,732 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #524.

Inspire Investing first reported a position in ERII in Q3 2023 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Inspire Investing held 76,732 shares of Energy Recovery worth $692K as of Q2 2026.
  • Inspire Investing bought 24,702 Energy Recovery shares in Q2 2026, an estimated $235K.
  • Energy Recovery made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #524 holding.
  • Inspire Investing first reported a position in Energy Recovery in Q3 2023 and has held it in 12 quarters since.
  • 200 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.