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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
Q2 		$375K Buy
881
+40
+5% +$16.1K 0.12% 129
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
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 $3.38T AUM 44.17% 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

Barnes Pettey Financial Advisors's ETN Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Eaton (ETN) stake by 4.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 881 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #129.

Barnes Pettey Financial Advisors first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Barnes Pettey Financial Advisors held 881 shares of Eaton worth $375K as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 40 Eaton shares in Q2 2026, an estimated $16.1K.
  • Eaton made up 0.12% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Barnes Pettey Financial Advisors first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.