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SkyOak Wealth’s Franklin Electric FELE Stock Holding History

SkyOak Wealth’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
Q1 		– Sell
-2,088
Closed -$203K – 255
2024
Q4 		$203K Sell
2,088
-590
-22% -$61.4K 0.04% 239
2024
Q3 		$281K Sell
2,678
-2
-0.1% -$200 0.06% 181
2024
Q2 		$258K Sell
2,680
-250
-9% -$24.9K 0.06% 197
2024
Q1 		$313K Buy
+2,930
New +$289K 0.07% 181

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SkyOak Wealth's FELE Position: Q1 2025 in Review

SkyOak Wealth sold out of Franklin Electric (FELE) in Q1 2025, closing a stake of 2,088 shares — an estimated $203K sold.

SkyOak Wealth first reported a position in FELE in Q1 2024 and held it in 4 quarters. The position peaked at $313K in Q1 2024. 362 funds tracked by Wall St. Rank hold FELE as of Q1 2025.

  • SkyOak Wealth reported no remaining Franklin Electric position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 2,088 Franklin Electric shares in Q1 2025, an estimated $203K.
  • SkyOak Wealth first reported a position in Franklin Electric in Q1 2024 and held it in 4 quarters.
  • SkyOak Wealth's Franklin Electric position peaked at $313K in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Franklin Electric as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.