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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atomi Financial Group's ETN Position: Q1 2026 in Review

Atomi Financial Group increased its Eaton (ETN) stake by 11% in Q1 2026, buying an estimated $248K and bringing the position to 7,195 shares worth $2.57M. The position accounts for 0.08% of the portfolio, ranked #199.

Atomi Financial Group first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Atomi Financial Group held 7,195 shares of Eaton worth $2.57M as of Q1 2026.
  • Atomi Financial Group bought 696 Eaton shares in Q1 2026, an estimated $248K.
  • Eaton made up 0.08% of Atomi Financial Group's portfolio in Q1 2026, its #199 holding.
  • Atomi Financial Group first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.