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Berger Financial Group’s Eaton ETN Stock Holding History

Berger 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 		$1.36M Buy
3,816
+89
+2% +$31.7K 0.08% 180
2025
Q4 		$1.19M Buy
3,727
+966
+35% +$342K 0.07% 194
2025
Q3 		$1.03M Buy
2,761
+1,598
+137% +$581K 0.06% 202
2025
Q2 		$415K Sell
1,163
-43
-4% -$13.2K 0.03% 290
2025
Q1 		$328K Buy
1,206
+125
+12% +$38.9K 0.02% 319
2024
Q4 		$359K Sell
1,081
-36
-3% -$12.6K 0.02% 301
2024
Q3 		$370K Buy
1,117
+154
+16% +$47.1K 0.03% 272
2024
Q2 		$302K Buy
963
+262
+37% +$84.6K 0.02% 281
2024
Q1 		$219K Buy
+701
New +$192K 0.02% 340

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

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

Berger Financial Group increased its Eaton (ETN) stake by 2.4% in Q1 2026, buying an estimated $31.7K and bringing the position to 3,816 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #180.

Berger Financial Group first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Berger Financial Group held 3,816 shares of Eaton worth $1.36M as of Q1 2026.
  • Berger Financial Group bought 89 Eaton shares in Q1 2026, an estimated $31.7K.
  • Eaton made up 0.08% of Berger Financial Group's portfolio in Q1 2026, its #180 holding.
  • Berger Financial Group first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.