Mercer Global Advisors
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Mercer Global Advisors’s Energy Recovery ERII Stock Holding History

Mercer Global Advisors’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 		$463K Buy
51,285
+14,952
+41% +$142K ﹤0.01% 2371
2026
Q1 		$366K Sell
36,333
-2,617
-7% -$34.2K ﹤0.01% 2246
2025
Q4 		$525K Buy
38,950
+13,463
+53% +$204K ﹤0.01% 1821
2025
Q3 		$393K Sell
25,487
-8,477
-25% -$120K ﹤0.01% 1911
2025
Q2 		$434K Sell
33,964
-9,644
-22% -$131K ﹤0.01% 1637
2025
Q1 		$693K Sell
43,608
-1,151
-3% -$17.5K ﹤0.01% 1303
2024
Q4 		$658K Buy
44,759
+24,853
+125% +$425K ﹤0.01% 1300
2024
Q3 		$341K Hold
19,906
– – ﹤0.01% 1560
2024
Q2 		$265K Buy
19,906
+3,340
+20% +$46K ﹤0.01% 1643
2024
Q1 		$262K Buy
16,566
+1,400
+9% +$22.3K ﹤0.01% 1645
2023
Q4 		$286K Hold
15,166
– – ﹤0.01% 1632
2023
Q3 		$322K Hold
15,166
– – ﹤0.01% 1485
2023
Q2 		$424K Hold
15,166
– – ﹤0.01% 1313
2023
Q1 		$350K Hold
15,166
– – ﹤0.01% 1416
2022
Q4 		$311K Sell
15,166
-62
-0.4% -$1.36K ﹤0.01% 1483
2022
Q3 		$331K Sell
15,228
-3,972
-21% -$89.4K ﹤0.01% 1350
2022
Q2 		$373K Hold
19,200
– – ﹤0.01% 1311
2022
Q1 		$387K Buy
+19,200
New +$374K ﹤0.01% 1375

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

Mercer Global Advisors's ERII Position: Q2 2026 in Review

Mercer Global Advisors increased its Energy Recovery (ERII) stake by 41% in Q2 2026, buying an estimated $142K and bringing the position to 51,285 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Mercer Global Advisors first reported a position in ERII in Q1 2022 and has held it in 18 quarters since. The position peaked at $693K in Q1 2025. 200 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Mercer Global Advisors held 51,285 shares of Energy Recovery worth $463K as of Q2 2026.
  • Mercer Global Advisors bought 14,952 Energy Recovery shares in Q2 2026, an estimated $142K.
  • Energy Recovery made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2371 holding.
  • Mercer Global Advisors first reported a position in Energy Recovery in Q1 2022 and has held it in 18 quarters since.
  • Mercer Global Advisors's Energy Recovery position peaked at $693K in Q1 2025.
  • 200 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.