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 Q2	–	Sell	-11	Closed	-$3.93K	–	77
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital & Planning LLC's ETN Position: Q2 2026 in Review

Capital & Planning LLC sold out of Eaton (ETN) in Q2 2026, closing a stake of 11 shares — an estimated $3.93K sold.

Capital & Planning LLC first reported a position in ETN in Q4 2024 and held it in 2 quarters. The position peaked at $3.93K in Q1 2026. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Capital & Planning LLC reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 11 Eaton shares in Q2 2026, an estimated $3.93K.
Capital & Planning LLC first reported a position in Eaton in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Eaton position peaked at $3.93K in Q1 2026.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.