Duff & Phelps Investment Management’s Badger Meter BMI Stock Holding History

Duff & Phelps Investment 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	$7.73M	Buy	52,121 +9,010	+21%	+$1.18M	0.07%	108
2026 Q1	$6.57M	Sell	43,111 -8,827	-17%	-$1.39M	0.07%	108
2025 Q4	$9.06M	Sell	51,938 -1,123	-2%	-$202K	0.1%	100
2025 Q3	$9.48M	Sell	53,061 -502	-0.9%	-$98.7K	0.11%	104
2025 Q2	$13.1M	Hold	53,563	–	–	0.15%	98
2025 Q1	$10.2M	Sell	53,563 -2,033	-4%	-$424K	0.12%	100
2024 Q4	$11.8M	Sell	55,596 -6,657	-11%	-$1.45M	0.14%	101
2024 Q3	$13.6M	Sell	62,253 -4,701	-7%	-$942K	0.16%	98
2024 Q2	$12.5M	Sell	66,954 -23,546	-26%	-$4.3M	0.16%	104
2024 Q1	$14.6M	Hold	90,500	–	–	0.18%	110
2023 Q4	$14M	Hold	90,500	–	–	0.17%	106
2023 Q3	$13M	Sell	90,500 -10,000	-10%	-$1.58M	0.17%	106
2023 Q2	$14.8M	Sell	100,500 -42,000	-29%	-$5.78M	0.18%	101
2023 Q1	$17.4M	Sell	142,500 -10,000	-7%	-$1.17M	0.21%	97
2022 Q4	$16.6M	Sell	152,500 -15,000	-9%	-$1.63M	0.2%	103
2022 Q3	$15.5M	Buy	+167,500	New	+$15.5M	0.19%	103

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Duff & Phelps Investment Management's BMI Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its Badger Meter (BMI) stake by 21% in Q2 2026, buying an estimated $1.18M and bringing the position to 52,121 shares worth $7.73M. The position accounts for 0.07% of the portfolio, ranked #108.

Duff & Phelps Investment Management first reported a position in BMI in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.4M in Q1 2023. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Duff & Phelps Investment Management held 52,121 shares of Badger Meter worth $7.73M as of Q2 2026.
Duff & Phelps Investment Management bought 9,010 Badger Meter shares in Q2 2026, an estimated $1.18M.
Badger Meter made up 0.07% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #108 holding.
Duff & Phelps Investment Management first reported a position in Badger Meter in Q3 2022 and has held it in 16 quarters since.
Duff & Phelps Investment Management's Badger Meter position peaked at $17.4M in Q1 2023.
479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.