EIG
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Ellenbecker Investment Group’s Badger Meter BMI Stock Holding History

Ellenbecker Investment Group’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 		$413K Hold
2,713
– – 0.06% 83
2025
Q4 		$473K Hold
2,713
– – 0.07% 76
2025
Q3 		$484K Sell
2,713
-10
-0.4% -$1.97K 0.07% 74
2025
Q2 		$667K Buy
2,723
+3
+0.1% +$680 0.11% 57
2025
Q1 		$518K Buy
2,720
+4
+0.1% +$835 0.09% 68
2024
Q4 		$576K Sell
2,716
-86
-3% -$18.7K 0.1% 59
2024
Q3 		$612K Buy
2,802
+4
+0.1% +$802 0.12% 55
2024
Q2 		$521K Buy
2,798
+3
+0.1% +$548 0.1% 59
2024
Q1 		$452K Buy
2,795
+5
+0.2% +$768 0.1% 62
2023
Q4 		$430K Buy
2,790
+4
+0.1% +$583 0.1% 63
2023
Q3 		$400K Hold
2,786
– – 0.1% 63
2023
Q2 		$411K Buy
2,786
+3
+0.1% +$413 0.1% 61
2023
Q1 		$339K Buy
2,783
+5
+0.2% +$585 0.09% 64
2022
Q4 		$302K Buy
2,778
+5
+0.2% +$543 0.09% 71
2022
Q3 		$256K Buy
+2,773
New +$257K 0.08% 69
2022
Q2 		– Sell
-2,389
Closed -$238K – 83
2022
Q1 		$238K Buy
2,389
+5
+0.2% +$490 0.07% 77
2021
Q4 		$254K Sell
2,384
-86
-3% -$9.06K 0.07% 72
2021
Q3 		$250K Buy
2,470
+4
+0.2% +$409 0.08% 64
2021
Q2 		$242K Hold
2,466
– – 0.08% 65
2021
Q1 		$230K Hold
2,466
– – 0.08% 63
2020
Q4 		$232K Buy
+2,466
New +$197K 0.09% 60
2019
Q2 		– Sell
-3,816
Closed -$212K – 54
2019
Q1 		$212K Buy
+3,816
New +$212K 0.14% 51
2018
Q4 		– Sell
-3,826
Closed -$203K – 51
2018
Q3 		$203K Buy
+3,826
New +$199K 0.15% 51

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellenbecker Investment Group's BMI Position: Q1 2026 in Review

Ellenbecker Investment Group held its Badger Meter (BMI) position steady in Q1 2026 at 2,713 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #83.

Ellenbecker Investment Group first reported a position in BMI in Q3 2018 and has held it in 23 quarters since. The position peaked at $667K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Ellenbecker Investment Group held 2,713 shares of Badger Meter worth $413K as of Q1 2026.
  • Ellenbecker Investment Group left its Badger Meter share count unchanged in Q1 2026.
  • Badger Meter made up 0.06% of Ellenbecker Investment Group's portfolio in Q1 2026, its #83 holding.
  • Ellenbecker Investment Group first reported a position in Badger Meter in Q3 2018 and has held it in 23 quarters since.
  • Ellenbecker Investment Group's Badger Meter position peaked at $667K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.