Jupiter Asset Management’s Energy Recovery ERII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.49M Buy
165,401
+43,272
+35% +$411K 0.01% 429
2026
Q1
$1.23M Hold
122,129
0.01% 426
2025
Q4
$1.65M Sell
122,129
-40,334
-25% -$612K 0.01% 332
2025
Q3
$2.51M Sell
162,463
-23,852
-13% -$336K 0.02% 308
2025
Q2
$2.38M Buy
+186,315
New +$2.52M 0.02% 325

Other funds holding ERII

Jupiter Asset Management's ERII Position: Q2 2026 in Review

Jupiter Asset Management increased its Energy Recovery (ERII) stake by 35% in Q2 2026, buying an estimated $411K and bringing the position to 165,401 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #429.

Jupiter Asset Management first reported a position in ERII in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.51M in Q3 2025. 200 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Jupiter Asset Management held 165,401 shares of Energy Recovery worth $1.49M as of Q2 2026.
  • Jupiter Asset Management bought 43,272 Energy Recovery shares in Q2 2026, an estimated $411K.
  • Energy Recovery made up 0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #429 holding.
  • Jupiter Asset Management first reported a position in Energy Recovery in Q2 2025 and has held it in 5 quarters since.
  • Jupiter Asset Management's Energy Recovery position peaked at $2.51M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.