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Pinnacle Wealth Planning Services’s Energy Recovery ERII Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$161 Buy
+16
New +$209 ﹤0.01% 2703

Other funds holding ERII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's ERII Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Energy Recovery (ERII) in Q1 2026: 16 shares worth $161. The stake represents ﹤0.01% of the portfolio and ranks #2703 among its holdings.

197 funds tracked by Wall St. Rank hold ERII as of Q1 2026.

  • Pinnacle Wealth Planning Services held 16 shares of Energy Recovery worth $161 as of Q1 2026.
  • Energy Recovery was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • Energy Recovery made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2703 holding.
  • 197 funds tracked by Wall St. Rank held Energy Recovery as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.