Franklin Resources: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on AEP, newest first. How the timeline and the estimate are built.

Franklin Resources held 9,169,384 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 9,169,384 shares
Change vs previous 13F +7,722,093 shares
0.22% of the 13F portfolio, value $1,254,463,432.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 9,148,318 shares
- Clearbridge Investments, LLC: 21,066 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,447,291 shares
Change vs previous 13F +52,648 shares
0.04% of the 13F portfolio, value $189,710,904.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 1,426,874 shares
- Clearbridge Investments, LLC: 20,417 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,394,643 shares
Change vs previous 13F +54,040 shares
0.03% of the 13F portfolio, value $160,816,284.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 1,374,046 shares
- Clearbridge Investments, LLC: 20,597 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,340,603 shares
Change vs previous 13F -55,646 shares
0.03% of the 13F portfolio, value $149,633,446.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 1,320,001 shares
- Clearbridge Investments, LLC: 20,602 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,396,249 shares
Change vs previous 13F -62,305 shares
0.03% of the 13F portfolio, value $144,874,855.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 1,375,712 shares
- Clearbridge Investments, LLC: 20,537 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,458,554 shares
Change vs previous 13F -2,039,668 shares
0.03% of the 13F portfolio, value $159,376,194.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 1,438,002 shares
- Clearbridge Investments, LLC: 20,552 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,498,222 shares
Change vs previous 13F -892,838 shares
0.07% of the 13F portfolio, value $322,640,975.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 3,477,070 shares
- Clearbridge Investments, LLC: 21,152 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,391,060 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $433,872,313.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 4,369,608 shares
- Clearbridge Investments, LLC: 21,452 shares
Acceptance time not in the bulk data set (spec §4.2).