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Avantax Advisory Services’s Franklin Electric FELE Stock Holding History

Avantax Advisory Services’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$953K Sell
10,621
-5,786
-35% -$507K 0.01% 1197
2025
Q1 		$1.54M Sell
16,407
-587
-3% -$58.4K 0.01% 878
2024
Q4 		$1.66M Buy
16,994
+455
+3% +$47.4K 0.01% 809
2024
Q3 		$1.73M Sell
16,539
-81
-0.5% -$8.11K 0.01% 769
2024
Q2 		$1.6M Buy
+16,620
New +$1.66M 0.01% 751

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's FELE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Franklin Electric (FELE) stake by 35% in Q2 2025, selling an estimated $507K and leaving 10,621 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #1197.

Avantax Advisory Services first reported a position in FELE in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.73M in Q3 2024. 358 funds tracked by Wall St. Rank hold FELE as of Q2 2025.

  • Avantax Advisory Services held 10,621 shares of Franklin Electric worth $953K as of Q2 2025.
  • Avantax Advisory Services sold 5,786 Franklin Electric shares in Q2 2025, an estimated $507K.
  • Franklin Electric made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1197 holding.
  • Avantax Advisory Services first reported a position in Franklin Electric in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Franklin Electric position peaked at $1.73M in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Franklin Electric as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.