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Capital Innovations’s Badger Meter BMI Stock Holding History

Capital Innovations’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 		$5.84M Buy
+39,375
New +$5.15M 1.52% 26
2026
Q1 		– Sell
-39,375
Closed -$6.87M – 59
2025
Q4 		$6.87M Buy
+39,375
New +$7.09M 1.96% 20

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Vanguard Portfolio Management
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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

Capital Innovations's BMI Position: Q2 2026 in Review

Capital Innovations opened a new position in Badger Meter (BMI) in Q2 2026: 39,375 shares worth $5.84M. The stake represents 1.52% of the portfolio and ranks #26 among its holdings. This is a return to the name: Capital Innovations previously reported a position in BMI as recently as Q4 2025.

Capital Innovations first reported a position in BMI in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.87M in Q4 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Capital Innovations held 39,375 shares of Badger Meter worth $5.84M as of Q2 2026.
  • Badger Meter was a new Capital Innovations position in Q2 2026.
  • Badger Meter made up 1.52% of Capital Innovations's portfolio in Q2 2026, its #26 holding.
  • Capital Innovations first reported a position in Badger Meter in Q4 2025 and has held it in 2 quarters since.
  • Capital Innovations's Badger Meter position peaked at $6.87M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.