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 Q1	–	Sell	-39,375	Closed	-$6.87M	–	59
2025 Q4	$6.87M	Buy	+39,375	New	+$7.09M	1.96%	20

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Innovations's BMI Position: Q1 2026 in Review

Capital Innovations sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 39,375 shares — an estimated $6.87M sold.

Capital Innovations first reported a position in BMI in Q4 2025 and held it in 1 quarter. The position peaked at $6.87M in Q4 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Capital Innovations reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 39,375 Badger Meter shares in Q1 2026, an estimated $6.87M.
Capital Innovations first reported a position in Badger Meter in Q4 2025 and held it in 1 quarter.
Capital Innovations's Badger Meter position peaked at $6.87M in Q4 2025.
473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.