Barnes Pettey Financial Advisors’s Eaton ETN Stock Holding History

Barnes Pettey Financial Advisors’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	$301K	Buy	841 +30	+4%	+$10.7K	0.13%	125
2025 Q4	$258K	Hold	811	–	–	0.13%	123
2025 Q3	$304K	Buy	811 +85	+12%	+$30.9K	0.17%	102
2025 Q2	$259K	Buy	+726	New	+$224K	0.17%	89
2025 Q1	–	Sell	-620	Closed	-$206K	–	102
2024 Q4	$206K	Hold	620	–	–	0.16%	99
2024 Q3	$205K	Buy	+620	New	+$189K	0.16%	96

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barnes Pettey Financial Advisors's ETN Position: Q1 2026 in Review

Barnes Pettey Financial Advisors increased its Eaton (ETN) stake by 3.7% in Q1 2026, buying an estimated $10.7K and bringing the position to 841 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #125.

Barnes Pettey Financial Advisors first reported a position in ETN in Q3 2024 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Barnes Pettey Financial Advisors held 841 shares of Eaton worth $301K as of Q1 2026.
Barnes Pettey Financial Advisors bought 30 Eaton shares in Q1 2026, an estimated $10.7K.
Eaton made up 0.13% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #125 holding.
Barnes Pettey Financial Advisors first reported a position in Eaton in Q3 2024 and has held it in 6 quarters since.
Barnes Pettey Financial Advisors's Eaton position peaked at $304K in Q3 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.