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Consolidated Planning Corp’s Eaton ETN Stock Holding History

Consolidated Planning Corp’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 		– Sell
-24,632
Closed -$8.17M – 195
2024
Q4 		$8.17M Buy
24,632
+703
+3% +$247K 1.11% 24
2024
Q3 		$7.93M Buy
23,929
+463
+2% +$141K 1.18% 20
2024
Q2 		$7.36M Buy
23,466
+460
+2% +$149K 1.21% 20
2024
Q1 		$7.19M Sell
23,006
-1,750
-7% -$478K 1.23% 23
2023
Q4 		$5.96M Buy
24,756
+265
+1% +$58.5K 1.11% 22
2023
Q3 		$5.22M Buy
24,491
+518
+2% +$112K 1.16% 22
2023
Q2 		$4.82M Buy
23,973
+290
+1% +$51K 1.02% 28
2023
Q1 		$4.06M Sell
23,683
-596
-2% -$99.2K 1.05% 29
2022
Q4 		$3.81M Buy
24,279
+1,037
+4% +$159K 1.05% 29
2022
Q3 		$3.1M Buy
23,242
+658
+3% +$92.1K 0.97% 36
2022
Q2 		$2.85M Buy
+22,584
New +$3.16M 0.89% 39
2021
Q4 		– Sell
-615
Closed -$92K – 186
2021
Q3 		$92K Buy
+615
New +$98.3K 0.06% 105

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Consolidated Planning Corp's ETN Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Eaton (ETN) in Q1 2025, closing a stake of 24,632 shares — an estimated $8.17M sold.

Consolidated Planning Corp first reported a position in ETN in Q3 2021 and held it in 12 quarters. The position peaked at $8.17M in Q4 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 24,632 Eaton shares in Q1 2025, an estimated $8.17M.
  • Consolidated Planning Corp first reported a position in Eaton in Q3 2021 and held it in 12 quarters.
  • Consolidated Planning Corp's Eaton position peaked at $8.17M in Q4 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.