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Root Financial Partners’s Franklin Electric FELE Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-182
Closed -$16.8K – 1350
2026
Q1 		$16.8K Buy
182
+62
+52% +$6.08K ﹤0.01% 1424
2025
Q4 		$11.5K Buy
120
+11
+10% +$1.05K ﹤0.01% 1441
2025
Q3 		$10.4K Buy
+109
New +$10.3K ﹤0.01% 1437

Other funds holding FELE

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MCM
Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Root Financial Partners's FELE Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Electric (FELE) in Q2 2026, closing a stake of 182 shares — an estimated $16.8K sold.

Root Financial Partners first reported a position in FELE in Q3 2025 and held it in 3 quarters. The position peaked at $16.8K in Q1 2026. 95 funds tracked by Wall St. Rank hold FELE as of Q2 2026.

  • Root Financial Partners reported no remaining Franklin Electric position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 182 Franklin Electric shares in Q2 2026, an estimated $16.8K.
  • Root Financial Partners first reported a position in Franklin Electric in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Franklin Electric position peaked at $16.8K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Franklin Electric as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.