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Cascade Investment Advisors’s Eaton ETN Stock Holding History

Cascade Investment Advisors’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 		$779K Hold
1,828
– – 0.43% 85
2026
Q1 		$654K Sell
1,828
-155
-8% -$55.2K 0.39% 89
2025
Q4 		$632K Sell
1,983
-5
-0.3% -$1.77K 0.37% 89
2025
Q3 		$744K Buy
1,988
+33
+2% +$12K 0.45% 86
2025
Q2 		$698K Sell
1,955
-100
-5% -$30.8K 0.45% 89
2025
Q1 		$559K Hold
2,055
– – 0.38% 90
2024
Q4 		$682K Sell
2,055
-25
-1% -$8.77K 0.44% 88
2024
Q3 		$689K Hold
2,080
– – 0.44% 85
2024
Q2 		$652K Hold
2,080
– – 0.44% 89
2024
Q1 		$650K Sell
2,080
-7,181
-78% -$1.96M 0.42% 92
2023
Q4 		$2.23M Sell
9,261
-42
-0.5% -$9.27K 1.59% 9
2023
Q3 		$1.98M Sell
9,303
-10
-0.1% -$2.16K 1.57% 9
2023
Q2 		$1.87M Buy
9,313
+25
+0.3% +$4.4K 1.4% 12
2023
Q1 		$1.59M Sell
9,288
-50
-0.5% -$8.32K 1.26% 17
2022
Q4 		$1.47M Hold
9,338
– – 1.22% 24
2022
Q3 		$1.4M Hold
9,338
– – 1.2% 28
2022
Q2 		$1.18M Hold
9,338
– – 0.92% 51
2022
Q1 		$1.42M Sell
9,338
-60
-0.6% -$9.39K 0.86% 54
2021
Q4 		$1.62M Sell
9,398
-92
-1% -$15.2K 0.95% 39
2021
Q3 		$1.42M Sell
9,490
-85
-0.9% -$13.6K 0.92% 42
2021
Q2 		$1.42M Sell
9,575
-865
-8% -$125K 0.89% 51
2021
Q1 		$1.44M Sell
10,440
-75
-0.7% -$9.67K 0.94% 42
2020
Q4 		$1.26M Sell
10,515
-3,345
-24% -$378K 0.93% 44
2020
Q3 		$1.41M Sell
13,860
-55
-0.4% -$5.38K 1.2% 21
2020
Q2 		$1.22M Sell
13,915
-225
-2% -$18.5K 1.15% 24
2020
Q1 		$1.1M Sell
14,140
-200
-1% -$18.3K 1.21% 25
2019
Q4 		$1.36M Sell
14,340
-350
-2% -$31.1K 1.04% 35
2019
Q3 		$1.22M Buy
14,690
+500
+4% +$40.5K 0.94% 43
2019
Q2 		$1.18M Buy
14,190
+150
+1% +$12.1K 1% 42
2019
Q1 		$1.13M Buy
14,040
+150
+1% +$11.4K 1.01% 40
2018
Q4 		$954K Sell
13,890
-50
-0.4% -$3.74K 0.96% 43
2018
Q3 		$1.21M Buy
13,940
+795
+6% +$65K 1.02% 40
2018
Q2 		$982K Sell
13,145
-150
-1% -$11.6K 0.88% 58
2018
Q1 		$1.06M Buy
+13,295
New +$1.09M 0.84% 54

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cascade Investment Advisors's ETN Position: Q2 2026 in Review

Cascade Investment Advisors held its Eaton (ETN) position steady in Q2 2026 at 1,828 shares worth $779K. The position accounts for 0.43% of the portfolio, ranked #85.

Cascade Investment Advisors first reported a position in ETN in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.23M in Q4 2023. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cascade Investment Advisors held 1,828 shares of Eaton worth $779K as of Q2 2026.
  • Cascade Investment Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.43% of Cascade Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Cascade Investment Advisors first reported a position in Eaton in Q1 2018 and has held it in 34 quarters since.
  • Cascade Investment Advisors's Eaton position peaked at $2.23M in Q4 2023.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.