Nisa Investment Advisors’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
$5.43K Hold
602
﹤0.01% 2605
2026
Q1
$6.06K Sell
602
-110
-15% -$1.44K ﹤0.01% 2410
2025
Q4
$9.61K Buy
712
+49
+7% +$743 ﹤0.01% 2243
2025
Q3
$10.2K Buy
663
+61
+10% +$860 ﹤0.01% 2272
2025
Q2
$7.69K Buy
602
+340
+130% +$4.61K ﹤0.01% 2362
2025
Q1
$4.16K Buy
262
+36
+16% +$548 ﹤0.01% 2294
2024
Q4
$3.32K Buy
226
+126
+126% +$2.16K ﹤0.01% 2362
2024
Q3
$1.74K Sell
100
-50
-33% -$789 ﹤0.01% 2429
2024
Q2
$1.99K Buy
150
+40
+36% +$551 ﹤0.01% 2375
2024
Q1
$1.74K Buy
+110
New +$1.75K ﹤0.01% 2261
2023
Q4
Sell
-40
Closed -$848 2676
2023
Q3
$848 Buy
40
+18
+82% +$480 ﹤0.01% 2419
2023
Q2
$615 Buy
+22
New +$549 ﹤0.01% 2520
2022
Q4
Sell
-48
Closed -$1K 2615
2022
Q3
$1K Buy
+48
New +$1.08K ﹤0.01% 2419
2022
Q2
Sell
-865
Closed -$17K 2412
2022
Q1
$17K Sell
865
-360
-29% -$7.01K ﹤0.01% 2087
2021
Q4
$24K Hold
1,225
﹤0.01% 1889
2021
Q3
$23K Hold
1,225
﹤0.01% 2058
2021
Q2
$28K Hold
1,225
﹤0.01% 2061
2021
Q1
$22K Hold
1,225
﹤0.01% 2109
2020
Q4
$17K Buy
1,225
+250
+26% +$2.67K ﹤0.01% 2144
2020
Q3
$8K Hold
975
﹤0.01% 2146
2020
Q2
$7K Sell
975
-2,890
-75% -$22.9K ﹤0.01% 1972
2020
Q1
$29K Hold
3,865
﹤0.01% 1641
2019
Q4
$38K Sell
3,865
-200
-5% -$1.84K ﹤0.01% 1576
2019
Q3
$38K Buy
4,065
+630
+18% +$6.35K ﹤0.01% 1567
2019
Q2
$36K Hold
3,435
﹤0.01% 1537
2019
Q1
$30K Hold
3,435
﹤0.01% 1572
2018
Q4
$23K Sell
3,435
-3,000
-47% -$23.6K ﹤0.01% 1510
2018
Q3
$58K Buy
6,435
+3,060
+91% +$27.1K ﹤0.01% 1453
2018
Q2
$27K Hold
3,375
﹤0.01% 1510
2018
Q1
$28K Buy
+3,375
New +$27.3K ﹤0.01% 1463

Other funds holding ERII

Nisa Investment Advisors's ERII Position: Q2 2026 in Review

Nisa Investment Advisors held its Energy Recovery (ERII) position steady in Q2 2026 at 602 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2605.

Nisa Investment Advisors first reported a position in ERII in Q1 2018 and has held it in 30 quarters since. The position peaked at $58K in Q3 2018. 200 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Nisa Investment Advisors held 602 shares of Energy Recovery worth $5.43K as of Q2 2026.
  • Nisa Investment Advisors left its Energy Recovery share count unchanged in Q2 2026.
  • Energy Recovery made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2605 holding.
  • Nisa Investment Advisors first reported a position in Energy Recovery in Q1 2018 and has held it in 30 quarters since.
  • Nisa Investment Advisors's Energy Recovery position peaked at $58K in Q3 2018.
  • 200 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.