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Empowered Funds’s Badger Meter BMI Stock Holding History

Empowered Funds’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 		$652K Buy
4,397
+1,604
+57% +$210K ﹤0.01% 1583
2026
Q1 		$426K Buy
+2,793
New +$438K ﹤0.01% 1691
2025
Q4 		– Sell
-11,965
Closed -$2.14M – 1110
2025
Q3 		$2.14M Buy
11,965
+3,225
+37% +$634K 0.02% 890
2025
Q2 		$2.14M Buy
8,740
+6,396
+273% +$1.45M 0.02% 789
2025
Q1 		$446K Sell
2,344
-1,549
-40% -$323K 0.01% 1256
2024
Q4 		$826K Buy
+3,893
New +$848K 0.01% 1021

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

Empowered Funds's BMI Position: Q2 2026 in Review

Empowered Funds increased its Badger Meter (BMI) stake by 57% in Q2 2026, buying an estimated $210K and bringing the position to 4,397 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Empowered Funds first reported a position in BMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.14M in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Empowered Funds held 4,397 shares of Badger Meter worth $652K as of Q2 2026.
  • Empowered Funds bought 1,604 Badger Meter shares in Q2 2026, an estimated $210K.
  • Badger Meter made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1583 holding.
  • Empowered Funds first reported a position in Badger Meter in Q4 2024 and has held it in 6 quarters since.
  • Empowered Funds's Badger Meter position peaked at $2.14M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.