Beutel, Goodman & Co’s Eaton ETN Stock Holding History

Beutel, Goodman & Co’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	$3M	Sell	8,403 -600	-7%	-$214K	0.02%	87
2025 Q4	$2.87M	Hold	9,003	–	–	0.02%	87
2025 Q3	$3.37M	Sell	9,003 -150	-2%	-$54.6K	0.02%	84
2025 Q2	$3.27M	Sell	9,153 -1,104	-11%	-$340K	0.02%	86
2025 Q1	$2.79M	Buy	+10,257	New	+$3.19M	0.02%	92
2021 Q1	–	Sell	-2,530	Closed	-$303K	–	66
2020 Q4	$303K	Hold	2,530	–	–	﹤0.01%	59
2020 Q3	$258K	Hold	2,530	–	–	﹤0.01%	57
2020 Q2	$221K	Hold	2,530	–	–	﹤0.01%	57
2020 Q1	$196K	Hold	2,530	–	–	﹤0.01%	57
2019 Q4	$239K	Sell	2,530 -893	-26%	-$79.3K	﹤0.01%	61
2019 Q3	$215K	Hold	3,423	–	–	﹤0.01%	60
2019 Q2	$218K	Hold	3,423	–	–	﹤0.01%	58
2019 Q1	$206K	Hold	3,423	–	–	﹤0.01%	61
2018 Q4	$172K	Hold	3,423	–	–	﹤0.01%	58
2018 Q3	$230K	Hold	3,423	–	–	﹤0.01%	57
2018 Q2	$195K	Sell	3,423 -64,402	-95%	-$4.98M	﹤0.01%	56
2018 Q1	$4.2M	Sell	67,825 -20,390	-23%	-$1.67M	0.03%	56
2017 Q4	$5.57M	Buy	+88,215	New	+$6.86M	0.04%	60

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

Beutel, Goodman & Co's ETN Position: Q1 2026 in Review

Beutel, Goodman & Co reduced its Eaton (ETN) stake by 6.7% in Q1 2026, selling an estimated $214K and leaving 8,403 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #87.

Beutel, Goodman & Co first reported a position in ETN in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.57M in Q4 2017. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Beutel, Goodman & Co held 8,403 shares of Eaton worth $3M as of Q1 2026.
Beutel, Goodman & Co sold 600 Eaton shares in Q1 2026, an estimated $214K.
Eaton made up 0.02% of Beutel, Goodman & Co's portfolio in Q1 2026, its #87 holding.
Beutel, Goodman & Co first reported a position in Eaton in Q4 2017 and has held it in 18 quarters since.
Beutel, Goodman & Co's Eaton position peaked at $5.57M in Q4 2017.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.