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 | New | 24,699 | 61 | 0.01% | — | 1 | +24,699 | New | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 18,033 | 44 | 0.02% | — | 2 | +18,033 | New | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | Added to | 10,481 | 25 | 0.0% | 0.0% | 3 | +175 | 1.7% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 9,275 | 23 | 0.01% | — | 4 | +9,275 | New | Q4 2025 | Feb 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 2,695 | 6 | 0.0% | 0.0% | 5 | +44 | 1.66% | Q4 2025 | Jan 20, 2026 |
| Meadowbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -244,211 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -173,156 | -100.0% | Q3 2025 | Oct 23, 2025 |