13F Insight
DOSSIER · 13F Holders · Q1 2026
FUFRX

FRANKLIN UTILITIES FUND CLASS R6

1 institutions still hold FRANKLIN UTILITIES FUND CLASS R6 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 353496615·1 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$323K
visible holders
Holders
1
filers reporting
Concentration
100.00%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q1 2026

The Franklin Utilities Fund Class R6 (FUFRX) has exactly one reported 13F holder — Kelleher Financial Advisors — at about $323K. The single-line record reflects one advisory firm's allocation to a utilities-sector fund rather than broad institutional ownership.

With only one filer, there is no ownership distribution to describe — just an RIA holding a utilities-sector mutual fund share class for clients seeking defensive, income-oriented equity exposure. The lone-holder record reflects a specific advisory relationship rather than wider demand.

For readers, FUFRX's 13F profile is a single-advisor utilities allocation. It is the largest of the Kelleher-held Franklin share classes in this set but still a single position, carrying no broader institutional signal.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$323K12K0.08%Q1 2026