EF
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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
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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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