CPL
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Capital & Planning LLC’s Eaton ETN Stock Holding History

Capital & Planning LLC’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 		$3.93K Buy
+11
New +$3.92K ﹤0.01% 128
2025
Q1 		– Sell
-11
Closed -$3.65K – 80
2024
Q4 		$3.65K Buy
+11
New +$3.86K ﹤0.01% 134

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital & Planning LLC's ETN Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Eaton (ETN) in Q1 2026: 11 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #128 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in ETN as recently as Q4 2024.

Capital & Planning LLC first reported a position in ETN in Q4 2024 and has held it in 2 quarters since. 2,522 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Capital & Planning LLC held 11 shares of Eaton worth $3.93K as of Q1 2026.
  • Eaton was a new Capital & Planning LLC position in Q1 2026.
  • Eaton made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #128 holding.
  • Capital & Planning LLC first reported a position in Eaton in Q4 2024 and has held it in 2 quarters since.
  • 2,522 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.