Franklin Custodian Funds - FRIAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Added to | 25,042 | 62 | 0.01% | 0.01% | 1 | +343 | 1.39% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | No change | 18,033 | 45 | 0.04% | 0.02% | 2 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | Added to | 10,627 | 26 | 0.0% | 0.0% | 3 | +146 | 1.39% | Q1 2026 | Apr 24, 2026 |
| Motiv8 Investments LLC | History | No change | 9,275 | 23 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 5,198 | 13 | 0.0% | — | 5 | +5,198 | New | Q1 2026 | May 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 2,395 | 6 | 0.0% | 0.0% | 6 | -300 | -11.13% | Q1 2026 | May 08, 2026 |