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Energy Recovery shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Energy Recovery

Tip: Access up to 7 years of quarterly data

All positions including Energy Recovery held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Recovery by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 14k 15.57
2025-06-30 $177k 13k 13.20
2025-03-31 $247k 16k 15.89
2024-12-31 $237k 16k 14.70
2024-06-30 $215k 16k 13.29
2024-03-31 $256k 16k 15.79

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Energy Recovery

BlackRock
Ameriprise Financial
Vanguard Group
Fil
Brown Capital Management
State Street Corporation
Legal & General Group
Geode Capital Management
KBC Group NV
Morgan Stanley
Avenir Corporation
Dimensional Fund Advisors
Diamond Hill Capital Management
Select Equity
Amundi

View all funds holding Energy Recovery