Venturi Wealth Management »

Energy Recovery shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in Energy Recovery

Tip: Access up to 7 years of quarterly data

All positions including Energy Recovery held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Recovery by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5k 260 17.39

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Q2 Holdings (QTWO)
Apple (AAPL)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
NVIDIA Corporation (NVDA)
Atlas Energy Solutions Com New (AESI)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Venturi Wealth Management

Top funds holding Energy Recovery

BlackRock
BlackRock
Brown Capital Management
Vanguard Group
Diamond Hill Capital Management
State Street Corporation
Geode Capital Management
KBC Group NV
Avenir Corporation
Falcon Edge Capital
Morgan Stanley
Baillie Gifford & Co
Invesco
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Energy Recovery