Franklin Resources: PEG position timeline

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

Franklin Resources held 3,143,135 PEG 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 3,143,135 shares
Change vs previous 13F -2,344,461 shares
0.04% of the 13F portfolio, value $255,096,837.
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: 3,119,238 shares
- Clearbridge Investments, LLC: 23,897 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,487,596 shares
Change vs previous 13F +389,201 shares
0.08% of the 13F portfolio, value $444,220,935.
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: 3,049,375 shares
- Clearbridge Investments, LLC: 2,438,221 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,098,395 shares
Change vs previous 13F -1,213,652 shares
0.07% of the 13F portfolio, value $409,401,118.
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: 2,406,187 shares
- Brandywine Global Investment Management, LLC: 346,108 shares
- Clearbridge Investments, LLC: 2,346,100 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,312,047 shares
Change vs previous 13F +3,486,064 shares
0.1% of the 13F portfolio, value $526,803,421.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 2,251,233 shares
- Brandywine Global Investment Management, LLC: 306,189 shares
- Clearbridge Investments, LLC: 3,754,625 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,825,983 shares
Change vs previous 13F +41,660 shares
0.05% of the 13F portfolio, value $237,891,290.
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: 2,267,927 shares
- Brandywine Global Investment Management, LLC: 305,689 shares
- Clearbridge Investments, LLC: 252,367 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,784,323 shares
Change vs previous 13F +12,508 shares
0.05% of the 13F portfolio, value $229,149,798.
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: 2,273,817 shares
- Brandywine Global Investment Management, LLC: 347,442 shares
- Clearbridge Investments, LLC: 163,064 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,771,815 shares
Change vs previous 13F -509,905 shares
0.05% of the 13F portfolio, value $234,190,667.
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: 2,298,715 shares
- Brandywine Global Investment Management, LLC: 324,693 shares
- Clearbridge Investments, LLC: 148,407 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 3,281,720 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $292,612,866.
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: 2,637,882 shares
- Brandywine Global Investment Management, LLC: 349,623 shares
- Clearbridge Investments, LLC: 294,215 shares
Acceptance time not in the bulk data set (spec §4.2).