SCHEDULE 13G/A: Vanguard Group Discloses 6.35% Passive Stake in Energy Recovery Inc.
Beneficial Ownership Report
The Vanguard Group has filed an amended Schedule 13G, reporting a 6.35% beneficial ownership stake in Energy Recovery Inc. as of March 31, 2025.
Summary
- The Vanguard Group filed an Amendment No. 1 to Schedule 13G, indicating their beneficial ownership of Common Stock in Energy Recovery Inc.
- As of March 31, 2025, The Vanguard Group beneficially owns an aggregate of 3,494,872 shares of Energy Recovery Inc. common stock.
- This ownership represents 6.35% of the total class of securities outstanding.
- The Vanguard Group holds sole dispositive power over 3,365,950 shares and shared dispositive power over 128,922 shares.
- They possess shared voting power over 69,103 shares and no sole voting power.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing disclosing a passive ownership stake. It does not contain information that would significantly alter the perceived financial health or operational outlook of the company, thus maintaining a neutral sentiment.
Positives
- The disclosure of a significant 6.35% passive stake by a major institutional investor like The Vanguard Group can be interpreted as a vote of confidence in Energy Recovery Inc.'s long-term prospects and stability.
Future Outlook
This Schedule 13G filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's future performance or outlook.
Industry Context
This filing is a routine regulatory disclosure by a large institutional asset manager, The Vanguard Group, indicating a passive investment stake in Energy Recovery Inc. It reflects standard portfolio management activities rather than specific industry trends or competitive positioning.
Stakeholder Impact
- Shareholders may view the continued significant stake held by a major institutional investor like The Vanguard Group as a sign of stability and long-term institutional confidence in Energy Recovery Inc.
Key Dates
| Date | Description |
|---|---|
| 03/31/2025 | Date of event which requires filing of this statement (reporting period end date). |
| 04/30/2025 | Date the Schedule 13G Amendment No. 1 was signed. |
Keywords
Energy Recovery Inc, Vanguard Group, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Passive Investment
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