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Disclosery

Franklin Resources: HE position timeline

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

Franklin Resources held 31,424 HE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,424 shares
    Change vs previous 13F -77,395 shares

    <0.01% of the 13F portfolio, value $425,167.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,819 shares
    Change vs previous 13F +69,476 shares

    <0.01% of the 13F portfolio, value $1,614,874.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,343 shares
    Change vs previous 13F -2,708,524 shares

    <0.01% of the 13F portfolio, value $483,919.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,747,867 shares
    Change vs previous 13F +3,024 shares

    0.01% of the 13F portfolio, value $30,336,452.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,744,843 shares
    Change vs previous 13F +34,535 shares

    0.01% of the 13F portfolio, value $29,177,681.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,710,308 shares
    Change vs previous 13F +5,378 shares

    0.01% of the 13F portfolio, value $29,677,873.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,704,930 shares
    Change vs previous 13F -17,738 shares

    0.01% of the 13F portfolio, value $26,318,969.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,722,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,498,947.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).