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Synergy Investment Management’s Franklin Electric FELE Stock Holding History

Synergy Investment Management’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 		$2.23K Buy
+24
New +$2.35K ﹤0.01% 681
2025
Q2 		– Sell
-24
Closed -$2.27K – 242
2025
Q1 		$2.27K Sell
24
-1
-4% -$100 ﹤0.01% 534
2024
Q4 		$2.36K Buy
+25
New +$2.6K ﹤0.01% 557

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Synergy Investment Management's FELE Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Franklin Electric (FELE) in Q1 2026: 24 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in FELE as recently as Q1 2025.

Synergy Investment Management first reported a position in FELE in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.36K in Q4 2024. 371 funds tracked by Wall St. Rank hold FELE as of Q1 2026.

  • Synergy Investment Management held 24 shares of Franklin Electric worth $2.23K as of Q1 2026.
  • Franklin Electric was a new Synergy Investment Management position in Q1 2026.
  • Franklin Electric made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #681 holding.
  • Synergy Investment Management first reported a position in Franklin Electric in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Franklin Electric position peaked at $2.36K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Franklin Electric as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.