Creative Planning’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.7M | Buy |
245,301
+27,522
| +13% | +$9.79M | 0.06% | 142 |
|
|
2025
Q4 | $69.4M | Sell |
217,779
-1,743
| -0.8% | -$618K | 0.05% | 158 |
|
|
2025
Q3 | $82.2M | Buy |
219,522
+6,172
| +3% | +$2.24M | 0.06% | 126 |
|
|
2025
Q2 | $76.2M | Buy |
213,350
+1,318
| +0.6% | +$406K | 0.07% | 122 |
|
|
2025
Q1 | $57.6M | Buy |
212,032
+35,525
| +20% | +$11.1M | 0.05% | 141 |
|
|
2024
Q4 | $58.6M | Sell |
176,507
-4,560
| -3% | -$1.6M | 0.06% | 128 |
|
|
2024
Q3 | $60M | Buy |
181,067
+4,705
| +3% | +$1.44M | 0.06% | 126 |
|
|
2024
Q2 | $55.3M | Sell |
176,362
-399
| -0.2% | -$129K | 0.06% | 123 |
|
|
2024
Q1 | $55.3M | Buy |
176,761
+8,440
| +5% | +$2.31M | 0.06% | 124 |
|
|
2023
Q4 | $40.5M | Sell |
168,321
-72,084
| -30% | -$15.9M | 0.08% | 149 |
|
|
2023
Q3 | $51.3M | Buy |
240,405
+69,632
| +41% | +$15M | 0.07% | 122 |
|
|
2023
Q2 | $34.3M | Buy |
170,773
+3,727
| +2% | +$656K | 0.05% | 157 |
|
|
2023
Q1 | $28.6M | Buy |
167,046
+78,071
| +88% | +$13M | 0.04% | 172 |
|
|
2022
Q4 | $14M | Buy |
88,975
+20,462
| +30% | +$3.14M | 0.02% | 262 |
|
|
2022
Q3 | $9.14M | Buy |
68,513
+868
| +1% | +$121K | 0.02% | 322 |
|
|
2022
Q2 | $8.52M | Buy |
67,645
+5,055
| +8% | +$707K | 0.01% | 348 |
|
|
2022
Q1 | $9.5M | Buy |
62,590
+6,371
| +11% | +$997K | 0.01% | 329 |
|
|
2021
Q4 | $9.72M | Sell |
56,219
-550
| -1% | -$91.1K | 0.02% | 289 |
|
|
2021
Q3 | $8.48M | Buy |
56,769
+3,158
| +6% | +$505K | 0.02% | 294 |
|
|
2021
Q2 | $7.94M | Sell |
53,611
-652
| -1% | -$94K | 0.01% | 302 |
|
|
2021
Q1 | $7.5M | Sell |
54,263
-1,826
| -3% | -$235K | 0.02% | 323 |
|
|
2020
Q4 | $6.74M | Buy |
56,089
+11,742
| +26% | +$1.33M | 0.01% | 321 |
|
|
2020
Q3 | $4.53M | Buy |
44,347
+5,931
| +15% | +$580K | 0.01% | 332 |
|
|
2020
Q2 | $3.36M | Sell |
38,416
-132
| -0.3% | -$10.9K | 0.01% | 347 |
|
|
2020
Q1 | $3M | Buy |
38,548
+2,441
| +7% | +$224K | 0.01% | 330 |
|
|
2019
Q4 | $3.42M | Sell |
36,107
-953
| -3% | -$84.6K | 0.01% | 371 |
|
|
2019
Q3 | $3.08M | Sell |
37,060
-3,338
| -8% | -$270K | 0.01% | 389 |
|
|
2019
Q2 | $3.36M | Sell |
40,398
-1,874
| -4% | -$152K | 0.01% | 365 |
|
|
2019
Q1 | $3.4M | Buy |
42,272
+2,281
| +6% | +$174K | 0.01% | 344 |
|
|
2018
Q4 | $2.75M | Buy |
39,991
+1,143
| +3% | +$85.5K | 0.01% | 360 |
|
|
2018
Q3 | $3.37M | Buy |
38,848
+228
| +0.6% | +$18.6K | 0.01% | 353 |
|
|
2018
Q2 | $2.89M | Sell |
38,620
-545
| -1% | -$42.2K | 0.01% | 383 |
|
|
2018
Q1 | $3.13M | Buy |
39,165
+1,664
| +4% | +$137K | 0.01% | 352 |
|
|
2017
Q4 | $2.96M | Sell |
37,501
-1,102
| -3% | -$85.7K | 0.01% | 356 |
|
|
2017
Q3 | $2.96M | Buy |
38,603
+6,126
| +19% | +$462K | 0.01% | 352 |
|
|
2017
Q2 | $2.53M | Buy |
32,477
+4,825
| +17% | +$368K | 0.01% | 372 |
|
|
2017
Q1 | $2.05M | Buy |
27,652
+1,382
| +5% | +$98.2K | 0.01% | 416 |
|
|
2016
Q4 | $1.76M | Buy |
26,270
+2,014
| +8% | +$132K | 0.01% | 441 |
|
|
2016
Q3 | $1.59M | Buy |
24,256
+1,206
| +5% | +$78K | 0.01% | 442 |
|
|
2016
Q2 | $1.38M | Sell |
23,050
-167
| -0.7% | -$10.3K | 0.01% | 433 |
|
|
2016
Q1 | $1.45M | Buy |
23,217
+3,375
| +17% | +$186K | 0.01% | 394 |
|
|
2015
Q4 | $1.03M | Buy |
19,842
+2,587
| +15% | +$140K | 0.01% | 496 |
|
|
2015
Q3 | $885K | Sell |
17,255
-361
| -2% | -$21.3K | 0.01% | 511 |
|
|
2015
Q2 | $1.19M | Sell |
17,616
-1,160
| -6% | -$81.9K | 0.01% | 420 |
|
|
2015
Q1 | $1.28M | Sell |
18,776
-7,165
| -28% | -$487K | 0.01% | 391 |
|
|
2014
Q4 | $1.76M | Sell |
25,941
-575
| -2% | -$37.9K | 0.02% | 300 |
|
|
2014
Q3 | $1.68M | Buy |
26,516
+8,596
| +48% | +$610K | 0.02% | 277 |
|
|
2014
Q2 | $1.38M | Buy |
17,920
+1,489
| +9% | +$111K | 0.02% | 300 |
|
|
2014
Q1 | $1.23M | Buy |
16,431
+2,658
| +19% | +$196K | 0.02% | 315 |
|
|
2013
Q4 | $1.05M | Buy |
13,773
+1,805
| +15% | +$128K | 0.02% | 290 |
|
|
2013
Q3 | $824K | Buy |
11,968
+1,748
| +17% | +$117K | 0.02% | 309 |
|
|
2013
Q2 | $673K | Buy |
+10,220
| New | +$644K | 0.02% | 327 |
|
Other funds holding ETN
VCM
VPM
Creative Planning's ETN Position: Q1 2026 in Review
Creative Planning increased its Eaton (ETN) stake by 13% in Q1 2026, buying an estimated $9.79M and bringing the position to 245,301 shares worth $87.7M. The position accounts for 0.06% of the portfolio, ranked #142.
Creative Planning first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- Creative Planning held 245,301 shares of Eaton worth $87.7M as of Q1 2026.
- Creative Planning bought 27,522 Eaton shares in Q1 2026, an estimated $9.79M.
- Eaton made up 0.06% of Creative Planning's portfolio in Q1 2026, its #142 holding.
- Creative Planning first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
- 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.