Bruce G. Allen Investments’s Eaton ETN Stock Holding History

Bruce G. Allen Investments’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	$239K	Buy	669 +8	+1%	+$2.85K	0.16%	68
2025 Q4	$211K	Buy	661 +3	+0.5%	+$1.06K	0.14%	73
2025 Q3	$246K	Sell	658 -22	-3%	-$8K	0.18%	65
2025 Q2	$243K	Buy	680 +21	+3%	+$6.47K	0.18%	64
2025 Q1	$179K	Buy	659 +88	+15%	+$27.4K	0.14%	77
2024 Q4	$189K	Sell	571 -5	-0.9%	-$1.75K	0.15%	78
2024 Q3	$191K	Buy	576 +135	+31%	+$41.2K	0.15%	78
2024 Q2	$138K	Sell	441 -33	-7%	-$10.7K	0.12%	109
2024 Q1	$148K	Sell	474 -19	-4%	-$5.2K	0.12%	103
2023 Q4	$119K	Buy	+493	New	+$109K	0.11%	126

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

Bruce G. Allen Investments's ETN Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Eaton (ETN) stake by 1.2% in Q1 2026, buying an estimated $2.85K and bringing the position to 669 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #68.

Bruce G. Allen Investments first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $246K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Bruce G. Allen Investments held 669 shares of Eaton worth $239K as of Q1 2026.
Bruce G. Allen Investments bought 8 Eaton shares in Q1 2026, an estimated $2.85K.
Eaton made up 0.16% of Bruce G. Allen Investments's portfolio in Q1 2026, its #68 holding.
Bruce G. Allen Investments first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Eaton position peaked at $246K in Q3 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.