EROCNYSEElectrical Industrial ApparatusFiscal year ends December 31
ERock, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$8.89−0.40 (-4.31%)
Close on Oct 19, 2026
- Market cap
- $428.27M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
15.6%
34M of 219M shares
Institutional holders
89
89 new, 0 sold out
Net institutional buying
34M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| McAndrew Walter Thomas Jr. | 22,587,118 | 31.90% | 13G (passive) amendment | Jun 11, 2026 |
| Energy Impact Partners LLC | 102,813,846 | 78.10% | 13D (active) | Jun 11, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EROC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc /Md/ | 2,275,983 | 1.04% | $33.00K | New | 0.00% |
| Balyasny Asset Management L.P. | 2,099,619 | 0.96% | $30.44M | New | 0.04% |
| Cinctive Capital Management LP | 1,947,261 | 0.89% | $28.24M | New | 1.04% |
| Encompass Capital Advisors LLC | 1,900,000 | 0.87% | $27.55M | New | 0.98% |
| Zimmer Partners, LP | 1,891,745 | 0.86% | $27.43M | New | 0.63% |
| Ameriprise Financial Inc | 1,825,179 | 0.83% | $26.47M | New | 0.01% |
| Massachusetts Financial Services Co /Ma/ | 1,776,265 | 0.81% | $25.76M | New | 0.01% |
| Alliancebernstein L.P. | 1,702,121 | 0.78% | $24.68M | New | 0.01% |
| Citadel Advisors LLC | 1,505,997 | 0.69% | $21.84M | New | 0.00% |
| Value Aligned Research Advisors, LLC | 1,345,920 | 0.61% | $19.52M | New | 0.05% |
| Alyeska Investment Group, L.P. | 1,276,391 | 0.58% | $18.51M | New | 0.05% |
| Vanguard Portfolio Management LLC | 1,116,375 | 0.51% | $16.19M | New | 0.00% |
| Pictet Asset Management Holding SA | 1,056,681 | 0.48% | $15.32M | New | 0.01% |
| Vanguard Capital Management LLC | 1,030,728 | 0.47% | $14.95M | New | 0.00% |
| CIBC Bancorp USA Inc. | 1,000,000 | 0.46% | $14.50M | New | 0.02% |
| Seven Grand Managers, LLC | 500,000 | 0.23% | $7.25M | New | 0.29% |
| Wellington Management Group Llp | 498,508 | 0.23% | $7.23M | New | 0.00% |
| Reaves W H & Co Inc | 435,000 | 0.20% | $6.31M | New | 0.10% |
| Franklin Resources Inc | 434,932 | 0.20% | $6.31M | New | 0.00% |
| Jane Street Group, LLC | 416,431 | 0.19% | $6.04M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 89 | 34M | 15.6% | 89 / 0 | 0 / 0 | 34M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EROC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 919,592 | 0.42% | $13.33M | 0.00% | Jun 30, 2026 |
| Franklin Small Cap Growth Fund | 824,839 | 0.38% | $8.46M | 0.34% | Jul 31, 2026 |
| AB Small Cap Growth Portfolio | 819,212 | 0.37% | $11.88M | 0.38% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 662,699 | 0.30% | $9.61M | 0.01% | Jun 30, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 459,227 | 0.21% | $6.66M | 0.07% | Jun 30, 2026 |
| T. Rowe Price New Era Fund | 441,196 | 0.20% | $6.40M | 0.22% | Jun 30, 2026 |
| SmallCap Growth Fund I | 412,259 | 0.19% | $4.23M | 0.17% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 315,338 | 0.14% | $4.57M | 0.03% | Jun 30, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 281,141 | 0.13% | $2.88M | 0.10% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 273,895 | 0.12% | $3.97M | 0.04% | Jun 30, 2026 |
| MFS New Discovery Series | 246,315 | 0.11% | $3.57M | 0.44% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 209,745 | 0.10% | $3.04M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 198,740 | 0.09% | $2.88M | 0.01% | Jun 30, 2026 |
| Emerald Growth Fund | 111,396 | 0.05% | $1.14M | 0.08% | Jul 31, 2026 |
| Columbia Variable Portfolio - Small Company Growth Fund | 107,500 | 0.05% | $1.56M | 0.59% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Eugene Carrington | See Remarks, Director | – | – | Jun 9, 2026 |
| Corey Amthor | President | 5,623,308 | 2.56% | Jun 12, 2026 |
| Robert Ian Blakely | Chief Financial Officer | 4,487,528 | 2.05% | Jun 12, 2026 |
| Davis Zapffe | General Counsel and Secretary | – | – | Jun 9, 2026 |
| Paul Froutan | Chief Operating Officer | – | – | Jun 9, 2026 |
| Hans Kobler | Director, 10% owner | 102,706,107 | 46.81% | Jun 15, 2026 |
| Dan Brouillette | Director | 13,024 | 0.01% | Jun 12, 2026 |
| Livingston Satterthwaite | Director | 13,024 | 0.01% | Jun 12, 2026 |
| Charles D. Boynton | Director | 13,024 | 0.01% | Jun 12, 2026 |
| Mark R. Patterson | Director | 13,024 | 0.01% | Jun 12, 2026 |
| Lindsay Luger | Director | – | – | Jun 9, 2026 |
| Sameer Reddy | Director | – | – | Jun 9, 2026 |
| Walter Thomas McAndrew Jr. | 10% owner | 23,052,234 | 10.51% | Sep 4, 2026 |
| Flagship Fund I. ER Holdings LLC EIP | 10% owner | 89,396,416 | 40.75% | Jun 15, 2026 |
| Impact Fund (FT-B) LP Energy | 10% owner | – | – | Jun 15, 2026 |
| ER Holdings LLC EIF | 10% owner | – | – | Jun 15, 2026 |
| Impact Fund (FT-D) LP Energy | 10% owner | 102,706,107 | 46.81% | Jun 15, 2026 |
| Impact Partners LLC Energy | 10% owner | – | – | Jun 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Walter Thomas McAndrew Jr. 10% owner | Jun 11, 2026 | Other | +50,550 | – | – | 50,550 |
| Walter Thomas McAndrew Jr. 10% owner | Jun 11, 2026 | Other | −372,093 | – | – | 5,996,469 |
| Walter Thomas McAndrew Jr. 10% owner | Jun 11, 2026 | Other | −93,023 | – | – | 16,540,099 |
| Impact Fund (FT-D) LP Energy 10% owner | Jun 11, 2026 | Other | +19,350,897 | – | – | 19,350,897 |
| Impact Fund (FT-D) LP Energy 10% owner | Jun 11, 2026 | Other | −6,041,206 | – | – | 83,355,210 |
| Hans Kobler Director, 10% owner | Jun 11, 2026 | Other | +19,350,897 | – | – | 19,350,897 |
| Hans Kobler Director, 10% owner | Jun 11, 2026 | Other | −6,041,206 | – | – | 83,355,210 |
| Livingston Satterthwaite Director | Jun 11, 2026 | Award | +13,024 | – | – | 13,024 |
| Robert Ian Blakely Chief Financial Officer | Jun 11, 2026 | Returned to company | −449,233 | – | – | 4,487,528 |
| Corey Amthor President | Jun 11, 2026 | Returned to company | −617,442 | – | – | 4,088,432 |
| Charles D. Boynton Director | Jun 11, 2026 | Award | +13,024 | – | – | 13,024 |
| Mark R. Patterson Director | Jun 11, 2026 | Award | +13,024 | – | – | 13,024 |
| Dan Brouillette Director | Jun 11, 2026 | Award | +13,024 | – | – | 13,024 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.