Steward Partners Investment Advisory’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
$3.01K Buy
+334
New +$3.17K ﹤0.01% 4132
2025
Q1
– Sell
-1,425
Closed -$20.9K – 4051
2024
Q4
$20.9K Buy
+1,425
New +$24.4K ﹤0.01% 2768
2024
Q3
– Sell
-3,350
Closed -$44.5K – 3774
2024
Q2
$44.5K Buy
3,350
+500
+18% +$6.89K ﹤0.01% 2157
2024
Q1
$45K Buy
2,850
+1,800
+171% +$28.6K ﹤0.01% 2172
2023
Q4
$19.8K Buy
+1,050
New +$19.5K ﹤0.01% 2413

Other funds holding ERII

Steward Partners Investment Advisory's ERII Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Energy Recovery (ERII) in Q2 2026: 334 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #4132 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in ERII as recently as Q4 2024.

Steward Partners Investment Advisory first reported a position in ERII in Q4 2023 and has held it in 5 quarters since. The position peaked at $45K in Q1 2024. 199 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Steward Partners Investment Advisory held 334 shares of Energy Recovery worth $3.01K as of Q2 2026.
  • Energy Recovery was a new Steward Partners Investment Advisory position in Q2 2026.
  • Energy Recovery made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4132 holding.
  • Steward Partners Investment Advisory first reported a position in Energy Recovery in Q4 2023 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Energy Recovery position peaked at $45K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.