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Atomi Financial Group’s Eaton ETN Stock Holding History

Atomi Financial Group’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
7,463
+268
+4% +$108K 0.08% 185
2026
Q1 		$2.57M Buy
7,195
+696
+11% +$248K 0.08% 199
2025
Q4 		$2.07M Sell
6,499
-140
-2% -$49.6K 0.06% 232
2025
Q3 		$2.48M Buy
6,639
+381
+6% +$139K 0.08% 171
2025
Q2 		$2.23M Buy
6,258
+1,243
+25% +$383K 0.08% 170
2025
Q1 		$1.36M Buy
5,015
+456
+10% +$142K 0.06% 229
2024
Q4 		$1.51M Buy
4,559
+532
+13% +$187K 0.08% 189
2024
Q3 		$1.33M Sell
4,027
-126
-3% -$38.5K 0.08% 188
2024
Q2 		$1.3M Buy
4,153
+1,784
+75% +$576K 0.1% 172
2024
Q1 		$741K Buy
2,369
+366
+18% +$100K 0.07% 240
2023
Q4 		$482K Buy
+2,003
New +$442K 0.07% 282

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atomi Financial Group's ETN Position: Q2 2026 in Review

Atomi Financial Group increased its Eaton (ETN) stake by 3.7% in Q2 2026, buying an estimated $108K and bringing the position to 7,463 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #185.

Atomi Financial Group first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Atomi Financial Group held 7,463 shares of Eaton worth $3.18M as of Q2 2026.
  • Atomi Financial Group bought 268 Eaton shares in Q2 2026, an estimated $108K.
  • Eaton made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #185 holding.
  • Atomi Financial Group first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.