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Evergreen Capital Management’s Badger Meter BMI Stock Holding History

Evergreen Capital 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 		$327K Sell
2,206
-99
-4% -$13K 0.01% 1158
2026
Q1 		$351K Sell
2,305
-490
-18% -$76.9K 0.01% 1009
2025
Q4 		$487K Sell
2,795
-187
-6% -$33.7K 0.01% 760
2025
Q3 		$533K Buy
2,982
+102
+4% +$20.1K 0.01% 628
2025
Q2 		$705K Buy
2,880
+23
+0.8% +$5.21K 0.02% 446
2025
Q1 		$544K Buy
2,857
+77
+3% +$16.1K 0.02% 474
2024
Q4 		$590K Buy
2,780
+48
+2% +$10.5K 0.02% 454
2024
Q3 		$597K Sell
2,732
-6
-0.2% -$1.2K 0.02% 446
2024
Q2 		$510K Buy
2,738
+259
+10% +$47.3K 0.02% 458
2024
Q1 		$401K Sell
2,479
-26
-1% -$3.99K 0.02% 514
2023
Q4 		$387K Sell
2,505
-97
-4% -$14.1K 0.02% 500
2023
Q3 		$374K Buy
2,602
+49
+2% +$7.74K 0.02% 477
2023
Q2 		$377K Buy
2,553
+124
+5% +$17.1K 0.02% 473
2023
Q1 		$296K Buy
2,429
+228
+10% +$26.7K 0.01% 514
2022
Q4 		$240K Buy
+2,201
New +$239K 0.01% 550

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

Evergreen Capital Management's BMI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Badger Meter (BMI) stake by 4.3% in Q2 2026, selling an estimated $13K and leaving 2,206 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1158.

Evergreen Capital Management first reported a position in BMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $705K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Evergreen Capital Management held 2,206 shares of Badger Meter worth $327K as of Q2 2026.
  • Evergreen Capital Management sold 99 Badger Meter shares in Q2 2026, an estimated $13K.
  • Badger Meter made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1158 holding.
  • Evergreen Capital Management first reported a position in Badger Meter in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's Badger Meter position peaked at $705K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.