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WR Wealth Planners’s Franklin Electric FELE Stock Holding History

WR Wealth Planners’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 		$16K Hold
164
– – 0.01% 520
2024
Q3 		$17.2K Buy
164
+36
+28% +$3.6K ﹤0.01% 526
2024
Q2 		$12.3K Buy
128
+16
+14% +$1.59K ﹤0.01% 558
2024
Q1 		$12K Buy
+112
New +$11.1K ﹤0.01% 564
2023
Q4 		– Sell
-103
Closed -$9.19K – 416
2023
Q3 		$9.19K Hold
103
– – ﹤0.01% 587
2023
Q2 		$10.6K Sell
103
-26
-20% -$2.44K ﹤0.01% 550
2023
Q1 		$12.1K Buy
+129
New +$11.6K 0.01% 507

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's FELE Position: Q4 2024 in Review

WR Wealth Planners held its Franklin Electric (FELE) position steady in Q4 2024 at 164 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #520.

WR Wealth Planners first reported a position in FELE in Q1 2023 and has held it in 7 quarters since. The position peaked at $17.2K in Q3 2024. 349 funds tracked by Wall St. Rank hold FELE as of Q4 2024.

  • WR Wealth Planners held 164 shares of Franklin Electric worth $16K as of Q4 2024.
  • WR Wealth Planners left its Franklin Electric share count unchanged in Q4 2024.
  • Franklin Electric made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #520 holding.
  • WR Wealth Planners first reported a position in Franklin Electric in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Franklin Electric position peaked at $17.2K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.