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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
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 $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

Evergreen Capital Management's BMI Position: Q1 2026 in Review

Evergreen Capital Management reduced its Badger Meter (BMI) stake by 18% in Q1 2026, selling an estimated $76.9K and leaving 2,305 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #1009.

Evergreen Capital Management first reported a position in BMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $705K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Evergreen Capital Management held 2,305 shares of Badger Meter worth $351K as of Q1 2026.
  • Evergreen Capital Management sold 490 Badger Meter shares in Q1 2026, an estimated $76.9K.
  • Badger Meter made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1009 holding.
  • Evergreen Capital Management first reported a position in Badger Meter in Q4 2022 and has held it in 14 quarters since.
  • Evergreen Capital Management's Badger Meter position peaked at $705K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.