BFIM
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Beese Fulmer Investment Management’s Eaton ETN Stock Holding History

Beese Fulmer Investment Management’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 		$22.7M Buy
53,283
+1,421
+3% +$573K 1.31% 23
2026
Q1 		$18.5M Sell
51,862
-105
-0.2% -$37.4K 1.19% 29
2025
Q4 		$16.6M Buy
51,967
+1,962
+4% +$695K 1.08% 30
2025
Q3 		$18.7M Buy
50,005
+2,059
+4% +$749K 1.29% 23
2025
Q2 		$17.1M Buy
47,946
+4,044
+9% +$1.25M 1.27% 25
2025
Q1 		$11.9M Buy
43,902
+3,294
+8% +$1.03M 1.03% 35
2024
Q4 		$13.5M Buy
40,608
+647
+2% +$227K 1.15% 32
2024
Q3 		$13.2M Buy
39,961
+2,018
+5% +$617K 1.14% 33
2024
Q2 		$11.9M Buy
37,943
+23,292
+159% +$7.52M 1.08% 33
2024
Q1 		$4.58M Buy
14,651
+4,178
+40% +$1.14M 0.43% 60
2023
Q4 		$2.52M Sell
10,473
-21
-0.2% -$4.63K 0.26% 74
2023
Q3 		$2.24M Sell
10,494
-56
-0.5% -$12.1K 0.25% 79
2023
Q2 		$2.12M Sell
10,550
-50
-0.5% -$8.79K 0.23% 85
2023
Q1 		$1.82M Sell
10,600
-72
-0.7% -$12K 0.21% 92
2022
Q4 		$1.67M Sell
10,672
-240
-2% -$36.8K 0.2% 97
2022
Q3 		$1.46M Hold
10,912
– – 0.2% 98
2022
Q2 		$1.38M Buy
10,912
+401
+4% +$56.1K 0.18% 100
2022
Q1 		$1.59M Sell
10,511
-350
-3% -$54.8K 0.17% 100
2021
Q4 		$1.88M Sell
10,861
-100
-0.9% -$16.6K 0.2% 96
2021
Q3 		$1.64M Buy
10,961
+250
+2% +$40K 0.18% 101
2021
Q2 		$1.59M Sell
10,711
-100
-0.9% -$14.4K 0.18% 103
2021
Q1 		$1.5M Hold
10,811
– – 0.18% 103
2020
Q4 		$1.3M Sell
10,811
-300
-3% -$33.9K 0.17% 104
2020
Q3 		$1.13M Sell
11,111
-1,100
-9% -$108K 0.16% 103
2020
Q2 		$1.07M Sell
12,211
-25
-0.2% -$2.06K 0.16% 101
2020
Q1 		$951K Hold
12,236
– – 0.17% 101
2019
Q4 		$1.16M Sell
12,236
-1
-0% -$89 0.16% 108
2019
Q3 		$1.02M Buy
12,237
+1,800
+17% +$146K 0.15% 110
2019
Q2 		$869K Hold
10,437
– – 0.16% 97
2019
Q1 		$841K Hold
10,437
– – 0.17% 96
2018
Q4 		$717K Hold
10,437
– – 0.16% 100
2018
Q3 		$905K Hold
10,437
– – 0.18% 98
2018
Q2 		$780K Hold
10,437
– – 0.16% 100
2018
Q1 		$834K Buy
10,437
+400
+4% +$32.8K 0.18% 100
2017
Q4 		$793K Sell
10,037
-50
-0.5% -$3.89K 0.17% 98
2017
Q3 		$775K Buy
10,087
+850
+9% +$64.2K 0.18% 96
2017
Q2 		$719K Hold
9,237
– – 0.17% 98
2017
Q1 		$685K Buy
9,237
+480
+5% +$34.1K 0.17% 99
2016
Q4 		$588K Sell
8,757
-50
-0.6% -$3.28K 0.15% 105
2016
Q3 		$579K Buy
8,807
+803
+10% +$51.9K 0.16% 103
2016
Q2 		$478K Buy
8,004
+17
+0.2% +$1.04K 0.14% 102
2016
Q1 		$479K Buy
7,987
+250
+3% +$13.8K 0.14% 103
2015
Q4 		$403K Hold
7,737
– – 0.12% 107
2015
Q3 		$397K Buy
7,737
+1,500
+24% +$88.6K 0.13% 104
2015
Q2 		$421K Sell
6,237
-550
-8% -$38.8K 0.14% 101
2015
Q1 		$461K Hold
6,787
– – 0.15% 93
2014
Q4 		$461K Hold
6,787
– – 0.14% 102
2014
Q3 		$430K Buy
6,787
+200
+3% +$14.2K 0.14% 111
2014
Q2 		$508K Buy
6,587
+525
+9% +$39K 0.16% 103
2014
Q1 		$455K Buy
6,062
+900
+17% +$66.3K 0.16% 104
2013
Q4 		$393K Buy
5,162
+237
+5% +$16.9K 0.14% 108
2013
Q3 		$339K Buy
4,925
+625
+15% +$42K 0.13% 110
2013
Q2 		$283K Buy
+4,300
New +$271K 0.12% 115

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Beese Fulmer Investment Management's ETN Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Eaton (ETN) stake by 2.7% in Q2 2026, buying an estimated $573K and bringing the position to 53,283 shares worth $22.7M. The position accounts for 1.31% of the portfolio, ranked #23.

Beese Fulmer Investment Management first reported a position in ETN in Q2 2013 and has held it in 53 quarters since. 1,128 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Beese Fulmer Investment Management held 53,283 shares of Eaton worth $22.7M as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,421 Eaton shares in Q2 2026, an estimated $573K.
  • Eaton made up 1.31% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #23 holding.
  • Beese Fulmer Investment Management first reported a position in Eaton in Q2 2013 and has held it in 53 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.