HFO
FELE icon

Heritage Family Offices’s Franklin Electric FELE Stock Holding History

Heritage Family Offices’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
Q4 		– Sell
-2,197
Closed -$209K – 210
2025
Q3 		$209K Buy
+2,197
New +$208K 0.1% 186
2024
Q3 		– Sell
-2,250
Closed -$217K – 186
2024
Q2 		$217K Buy
+2,250
New +$224K 0.12% 158

Other funds holding FELE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Family Offices's FELE Position: Q4 2025 in Review

Heritage Family Offices sold out of Franklin Electric (FELE) in Q4 2025, closing a stake of 2,197 shares — an estimated $209K sold.

Heritage Family Offices first reported a position in FELE in Q2 2024 and held it in 2 quarters. The position peaked at $217K in Q2 2024. 366 funds tracked by Wall St. Rank hold FELE as of Q4 2025.

  • Heritage Family Offices reported no remaining Franklin Electric position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 2,197 Franklin Electric shares in Q4 2025, an estimated $209K.
  • Heritage Family Offices first reported a position in Franklin Electric in Q2 2024 and held it in 2 quarters.
  • Heritage Family Offices's Franklin Electric position peaked at $217K in Q2 2024.
  • 366 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.