HWAM
BMI icon

Hennion & Walsh Asset Management’s Badger Meter BMI Stock Holding History

Hennion & Walsh Asset 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 		$2.32M Sell
15,609
-5,162
-25% -$676K 0.07% 344
2026
Q1 		$3.16M Sell
20,771
-4,595
-18% -$721K 0.11% 246
2025
Q4 		$4.42M Buy
25,366
+1,413
+6% +$254K 0.15% 170
2025
Q3 		$4.28M Sell
23,953
-2,232
-9% -$439K 0.15% 167
2025
Q2 		$6.41M Buy
26,185
+152
+0.6% +$34.4K 0.26% 72
2025
Q1 		$4.95M Sell
26,033
-6
-0% -$1.25K 0.22% 99
2024
Q4 		$5.52M Buy
26,039
+170
+0.7% +$37K 0.25% 86
2024
Q3 		$5.65M Buy
25,869
+3,233
+14% +$648K 0.26% 81
2024
Q2 		$4.22M Buy
22,636
+2,964
+15% +$541K 0.22% 110
2024
Q1 		$3.18M Buy
19,672
+4,426
+29% +$680K 0.17% 158
2023
Q4 		$2.35M Buy
15,246
+4,051
+36% +$590K 0.13% 221
2023
Q3 		$1.61M Buy
11,195
+7,813
+231% +$1.23M 0.1% 252
2023
Q2 		$499K Buy
3,382
+1,593
+89% +$219K 0.03% 506
2023
Q1 		$218K Buy
+1,789
New +$209K 0.01% 721

Other funds holding BMI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM