Heck Capital Advisors’s Badger Meter BMI Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-184	Closed	-$39K	–	307
2024 Q4	$39K	Buy	+184	New	+$40.1K	﹤0.01%	399

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Heck Capital Advisors's BMI Position: Q1 2025 in Review

Heck Capital Advisors sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 184 shares — an estimated $39K sold.

Heck Capital Advisors first reported a position in BMI in Q4 2024 and held it in 1 quarter. The position peaked at $39K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

Heck Capital Advisors reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 184 Badger Meter shares in Q1 2025, an estimated $39K.
Heck Capital Advisors first reported a position in Badger Meter in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Badger Meter position peaked at $39K in Q4 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.