Steward Partners Investment Advisory, LLC
Position in ERII — Energy Recovery, Inc.
CIK 1723397
STAMFORD, CT
Position in ERII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,012
-$17,935 QoQ
Shares Held
334
-76.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 198 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERII Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $256,532 across 6 Pollution & Treatment Controls names. ERII ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
|
2,576 | $130,165 | |
| 2 | VLTO |
Veralto Corp
|
1,257 | $111,470 | |
| 3 | PCT |
PureCycle Technologies, Inc.
|
1,000 | $8,110 | |
| 4 | ERII |
Energy Recovery, Inc.
This page
|
334 | $3,012 | |
| 5 | CECO |
Ceco Environmental Corp
|
27 | $2,449 | |
| 6 | FTEK |
Fuel Tech, Inc.
|
600 | $1,326 |
All Filings in ERII
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,012 | 334 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $20,947 | 1,425 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $44,521 | 3,350 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $45,001 | 2,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,782 | 1,050 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||