Legal & General Group
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Legal & General Group’s Energy Recovery ERII Stock Holding History

Legal & General 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
2026
Q2 		$18.6M Buy
2,059,764
+157,239
+8% +$1.49M ﹤0.01% 909
2026
Q1 		$19.2M Buy
1,902,525
+558,678
+42% +$7.31M ﹤0.01% 836
2025
Q4 		$18.1M Buy
1,343,847
+36,109
+3% +$547K ﹤0.01% 885
2025
Q3 		$20.2M Buy
1,307,738
+318,584
+32% +$4.49M ﹤0.01% 862
2025
Q2 		$12.6M Buy
989,154
+113,141
+13% +$1.53M ﹤0.01% 1075
2025
Q1 		$13.9M Buy
876,013
+193,375
+28% +$2.94M ﹤0.01% 968
2024
Q4 		$10M Buy
682,638
+3,543
+0.5% +$60.6K ﹤0.01% 1171
2024
Q3 		$11.8M Buy
679,095
+53,192
+8% +$839K ﹤0.01% 1087
2024
Q2 		$8.32M Buy
625,903
+44,419
+8% +$612K ﹤0.01% 1241
2024
Q1 		$9.18M Buy
581,484
+176,182
+43% +$2.8M ﹤0.01% 1194
2023
Q4 		$7.64M Sell
405,302
-10,619
-3% -$197K ﹤0.01% 1296
2023
Q3 		$8.82M Sell
415,921
-40,323
-9% -$1.08M ﹤0.01% 1135
2023
Q2 		$12.8M Buy
456,244
+11,807
+3% +$294K ﹤0.01% 990
2023
Q1 		$10.2M Buy
444,437
+91,641
+26% +$2.01M ﹤0.01% 1055
2022
Q4 		$7.23M Buy
352,796
+31,379
+10% +$687K ﹤0.01% 1214
2022
Q3 		$6.99M Sell
321,417
-39,664
-11% -$893K ﹤0.01% 1204
2022
Q2 		$7.01M Buy
361,081
+23,850
+7% +$463K ﹤0.01% 1256
2022
Q1 		$6.79M Buy
337,231
+26,163
+8% +$509K ﹤0.01% 1356
2021
Q4 		$6.68M Buy
311,068
+37,831
+14% +$791K ﹤0.01% 1422
2021
Q3 		$5.2M Buy
273,237
+16,238
+6% +$330K ﹤0.01% 1530
2021
Q2 		$5.85M Buy
256,999
+107,607
+72% +$2.12M ﹤0.01% 1465
2021
Q1 		$2.74M Buy
149,392
+90,981
+156% +$1.46M ﹤0.01% 1844
2020
Q4 		$796K Buy
58,411
+12,377
+27% +$132K ﹤0.01% 2168
2020
Q3 		$378K Buy
46,034
+20,420
+80% +$164K ﹤0.01% 2251
2020
Q2 		$195K Buy
25,614
+3,240
+14% +$25.7K ﹤0.01% 2368
2020
Q1 		$202K Buy
22,374
+8,331
+59% +$79K ﹤0.01% 2280
2019
Q4 		$138K Buy
14,043
+2,577
+22% +$23.7K ﹤0.01% 2494
2019
Q3 		$106K Buy
11,466
+1,912
+20% +$19.3K ﹤0.01% 2501
2019
Q2 		$100K Buy
9,554
+2,099
+28% +$20.7K ﹤0.01% 2526
2019
Q1 		$65K Hold
7,455
– – ﹤0.01% 2625
2018
Q4 		$50K Buy
7,455
+2,294
+44% +$18.1K ﹤0.01% 2691
2018
Q3 		$46K Hold
5,161
– – ﹤0.01% 2806
2018
Q2 		$42K Sell
5,161
-1,014
-16% -$8.54K ﹤0.01% 2829
2018
Q1 		$51K Sell
6,175
-2,639
-30% -$21.3K ﹤0.01% 2742
2017
Q4 		$78K Sell
8,814
-2,254
-20% -$20.6K ﹤0.01% 2697
2017
Q3 		$87K Buy
11,068
+1,898
+21% +$13.6K ﹤0.01% 2720
2017
Q2 		$76K Hold
9,170
– – ﹤0.01% 2746
2017
Q1 		$76K Sell
9,170
-156
-2% -$1.45K ﹤0.01% 2692
2016
Q4 		$97K Buy
9,326
+4,926
+112% +$59.2K ﹤0.01% 2585
2016
Q3 		$70K Hold
4,400
– – ﹤0.01% 2368
2016
Q2 		$38K Buy
+4,400
New +$46.9K ﹤0.01% 2608

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group's ERII Position: Q2 2026 in Review

Legal & General Group increased its Energy Recovery (ERII) stake by 8.3% in Q2 2026, buying an estimated $1.49M and bringing the position to 2,059,764 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Legal & General Group first reported a position in ERII in Q2 2016 and has held it in 41 quarters since. The position peaked at $20.2M in Q3 2025. 200 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Legal & General Group held 2,059,764 shares of Energy Recovery worth $18.6M as of Q2 2026.
  • Legal & General Group bought 157,239 Energy Recovery shares in Q2 2026, an estimated $1.49M.
  • Energy Recovery made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #909 holding.
  • Legal & General Group first reported a position in Energy Recovery in Q2 2016 and has held it in 41 quarters since.
  • Legal & General Group's Energy Recovery position peaked at $20.2M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.