Phoenix Financial’s Franklin Electric FELE Stock Holding History

Phoenix Financial’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
2024 Q4	–	Sell	-2,117	Closed	-$222K	–	375
2024 Q3	$222K	Buy	+2,117	New	+$212K	﹤0.01%	326
2024 Q2	–	Sell	-1,936	Closed	-$206K	–	386
2024 Q1	$206K	Buy	+1,936	New	+$191K	﹤0.01%	375
2022 Q2	–	Sell	-2,624	Closed	-$219K	–	393
2022 Q1	$219K	Sell	2,624 -720	-22%	-$61.8K	﹤0.01%	371
2021 Q4	$313K	Sell	3,344 -236	-7%	-$21.1K	0.01%	328
2021 Q3	$294K	Buy	+3,580	New	+$294K	0.01%	363
2021 Q2	–	Sell	-2,810	Closed	-$222K	–	340
2021 Q1	$222K	Buy	+2,810	New	+$211K	0.01%	381

Other funds holding FELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Financial's FELE Position: Q4 2024 in Review

Phoenix Financial sold out of Franklin Electric (FELE) in Q4 2024, closing a stake of 2,117 shares — an estimated $222K sold.

Phoenix Financial first reported a position in FELE in Q1 2021 and held it in 6 quarters. The position peaked at $313K in Q4 2021. 349 funds tracked by Wall St. Rank hold FELE as of Q4 2024.

Phoenix Financial reported no remaining Franklin Electric position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 2,117 Franklin Electric shares in Q4 2024, an estimated $222K.
Phoenix Financial first reported a position in Franklin Electric in Q1 2021 and held it in 6 quarters.
Phoenix Financial's Franklin Electric position peaked at $313K in Q4 2021.
349 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.