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Callan Capital’s Eaton ETN Stock Holding History

Callan Capital’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
2025
Q1 		$460K Buy
1,693
+141
+9% +$43.9K 0.03% 220
2024
Q4 		$515K Buy
1,552
+329
+27% +$115K 0.04% 171
2024
Q3 		$405K Buy
1,223
+56
+5% +$17.1K 0.03% 214
2024
Q2 		$366K Buy
+1,167
New +$377K 0.03% 204

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Callan Capital's ETN Position: Q1 2025 in Review

Callan Capital increased its Eaton (ETN) stake by 9.1% in Q1 2025, buying an estimated $43.9K and bringing the position to 1,693 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #220.

Callan Capital first reported a position in ETN in Q2 2024 and has held it in 4 quarters since. The position peaked at $515K in Q4 2024. 2,191 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Callan Capital held 1,693 shares of Eaton worth $460K as of Q1 2025.
  • Callan Capital bought 141 Eaton shares in Q1 2025, an estimated $43.9K.
  • Eaton made up 0.03% of Callan Capital's portfolio in Q1 2025, its #220 holding.
  • Callan Capital first reported a position in Eaton in Q2 2024 and has held it in 4 quarters since.
  • Callan Capital's Eaton position peaked at $515K in Q4 2024.
  • 2,191 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.