AWM
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AE Wealth Management’s Badger Meter BMI Stock Holding History

AE Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$626K Buy
4,218
+2,639
+167% +$345K ﹤0.01% 1114
2026
Q1 		$241K Buy
1,579
+377
+31% +$59.2K ﹤0.01% 1510
2025
Q4 		$210K Buy
1,202
+63
+6% +$11.3K ﹤0.01% 1501
2025
Q3 		$204K Buy
1,139
+144
+14% +$28.3K ﹤0.01% 1397
2025
Q2 		$244K Sell
995
-96
-9% -$21.7K ﹤0.01% 1209
2025
Q1 		$208K Buy
1,091
+17
+2% +$3.55K ﹤0.01% 1262
2024
Q4 		$228K Buy
+1,074
New +$234K ﹤0.01% 1223

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's BMI Position: Q2 2026 in Review

AE Wealth Management increased its Badger Meter (BMI) stake by 167% in Q2 2026, buying an estimated $345K and bringing the position to 4,218 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

AE Wealth Management first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • AE Wealth Management held 4,218 shares of Badger Meter worth $626K as of Q2 2026.
  • AE Wealth Management bought 2,639 Badger Meter shares in Q2 2026, an estimated $345K.
  • Badger Meter made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • AE Wealth Management first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.