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Beacon Investment Advisors’s Eaton ETN Stock Holding History

Beacon Investment 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 		$320K Buy
895
+12
+1% +$4.27K 0.12% 140
2025
Q4 		$281K Buy
883
+20
+2% +$7.09K 0.11% 140
2025
Q3 		$323K Buy
863
+47
+6% +$17.1K 0.13% 126
2025
Q2 		$288K Buy
816
+11
+1% +$3.39K 0.12% 133
2025
Q1 		$219K Buy
805
+74
+10% +$23K 0.1% 147
2024
Q4 		$243K Buy
731
+17
+2% +$5.97K 0.11% 139
2024
Q3 		$237K Buy
714
+70
+11% +$21.4K 0.11% 141
2024
Q2 		$202K Buy
644
+2
+0.3% +$646 0.1% 142
2024
Q1 		$201K Buy
+642
New +$176K 0.11% 125

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

Beacon Investment Advisors's ETN Position: Q1 2026 in Review

Beacon Investment Advisors increased its Eaton (ETN) stake by 1.4% in Q1 2026, buying an estimated $4.27K and bringing the position to 895 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #140.

Beacon Investment Advisors first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $323K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Beacon Investment Advisors held 895 shares of Eaton worth $320K as of Q1 2026.
  • Beacon Investment Advisors bought 12 Eaton shares in Q1 2026, an estimated $4.27K.
  • Eaton made up 0.12% of Beacon Investment Advisors's portfolio in Q1 2026, its #140 holding.
  • Beacon Investment Advisors first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • Beacon Investment Advisors's Eaton position peaked at $323K in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.