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Tortoise Investment Management’s Badger Meter BMI Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2
Closed -$357 – 384
2025
Q3 		$357 Sell
2
-3
-60% -$590 ﹤0.01% 1241
2025
Q2 		$1.23K Buy
+5
New +$1.13K ﹤0.01% 919

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Tortoise Investment Management's BMI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 2 shares — an estimated $357 sold.

Tortoise Investment Management first reported a position in BMI in Q2 2025 and held it in 2 quarters. The position peaked at $1.23K in Q2 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Badger Meter shares in Q4 2025, an estimated $357.
  • Tortoise Investment Management first reported a position in Badger Meter in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Badger Meter position peaked at $1.23K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.