Carson Wealth (CWM LLC)
FELE icon

Carson Wealth (CWM LLC)’s Franklin Electric FELE Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$721K Sell
7,826
-3,017
-28% -$296K ﹤0.01% 1767
2025
Q4 		$1.04M Buy
10,843
+2,799
+35% +$267K ﹤0.01% 1479
2025
Q3 		$766K Buy
8,044
+6,195
+335% +$586K ﹤0.01% 1556
2025
Q2 		$166K Buy
1,849
+674
+57% +$59.1K ﹤0.01% 2336
2025
Q1 		$110K Buy
1,175
+444
+61% +$44.2K ﹤0.01% 2355
2024
Q4 		$71K Buy
731
+47
+7% +$4.89K ﹤0.01% 2520
2024
Q3 		$72K Buy
684
+98
+17% +$9.81K ﹤0.01% 2412
2024
Q2 		$56K Buy
586
+93
+19% +$9.27K ﹤0.01% 2396
2024
Q1 		$53K Buy
493
+2
+0.4% +$197 ﹤0.01% 2253
2023
Q4 		$47K Sell
491
-32
-6% -$2.87K ﹤0.01% 2215
2023
Q3 		$47K Sell
523
-2
-0.4% -$194 ﹤0.01% 2101
2023
Q2 		$54K Sell
525
-3
-0.6% -$282 ﹤0.01% 1920
2023
Q1 		$50K Buy
528
+9
+2% +$812 ﹤0.01% 1873
2022
Q4 		$41K Buy
519
+50
+11% +$4.13K ﹤0.01% 1857
2022
Q3 		$38K Buy
469
+91
+24% +$7.75K ﹤0.01% 1798
2022
Q2 		$28K Buy
378
+9
+2% +$668 ﹤0.01% 1923
2022
Q1 		$31K Buy
369
+256
+227% +$22K ﹤0.01% 1823
2021
Q4 		$11K Buy
+113
New +$10.1K ﹤0.01% 2297

Other funds holding FELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FELE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Franklin Electric (FELE) stake by 28% in Q1 2026, selling an estimated $296K and leaving 7,826 shares worth $721K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Carson Wealth (CWM LLC) first reported a position in FELE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2025. 372 funds tracked by Wall St. Rank hold FELE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,826 shares of Franklin Electric worth $721K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,017 Franklin Electric shares in Q1 2026, an estimated $296K.
  • Franklin Electric made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1767 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Electric in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin Electric position peaked at $1.04M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Franklin Electric as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.