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Energy Recovery shares owned by CWM Advisors

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Energy Recovery

Tip: Access up to 7 years of quarterly data

All positions including Energy Recovery held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Recovery by CWM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $387k 21k 18.84
2023-09-30 $307k 15k 21.21

More positions owned by CWM Advisors

Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Caterpillar (CAT)
Servicenow (NOW)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Prologis (PLD)
Intuitive Surgical Com New (ISRG)
Stryker Corporation (SYK)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Progressive Corporation (PGR)
Synopsys (SNPS)
Arista Networks (ANET)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for CWM Advisors

Top funds holding Energy Recovery

Vanguard Group
Avenir Corporation
Diamond Hill Capital Management
Dimensional Fund Advisors
New York State Common Retirement Fund
Jennison Associates
Montanaro Asset Management
SAM Sustainable Asset Management
Mesirow Institutional Investment Management
Jacobs Levy Equity Management
Goldman Sachs Group
William Blair Investment Management
Millennium Management
Charles Schwab Investment Management
Kames Capital

View all funds holding Energy Recovery