DLA
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Douglas Lane & Associates’s Eaton ETN Stock Holding History

Douglas Lane & Associates’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 		$343K Buy
806
+64
+9% +$25.8K ﹤0.01% 216
2026
Q1 		$265K Sell
742
-75
-9% -$26.7K ﹤0.01% 216
2025
Q4 		$260K Sell
817
-14
-2% -$4.96K ﹤0.01% 219
2025
Q3 		$311K Buy
831
+66
+9% +$24K ﹤0.01% 209
2025
Q2 		$273K Sell
765
-28
-4% -$8.62K ﹤0.01% 211
2025
Q1 		$216K Sell
793
-193
-20% -$60.1K ﹤0.01% 225
2024
Q4 		$327K Buy
986
+23
+2% +$8.07K ﹤0.01% 205
2024
Q3 		$319K Sell
963
-261
-21% -$79.7K ﹤0.01% 208
2024
Q2 		$384K Sell
1,224
-65
-5% -$21K 0.01% 191
2024
Q1 		$403K Sell
1,289
-414
-24% -$113K 0.01% 191
2023
Q4 		$410K Buy
1,703
+411
+32% +$90.7K 0.01% 189
2023
Q3 		$276K Buy
+1,292
New +$279K ﹤0.01% 208
2018
Q2 		– Sell
-4,280
Closed -$342K – 198
2018
Q1 		$342K Sell
4,280
-4,912
-53% -$403K 0.01% 175
2017
Q4 		$726K Sell
9,192
-56,302
-86% -$4.38M 0.02% 153
2017
Q3 		$5.03M Sell
65,494
-11,879
-15% -$897K 0.12% 104
2017
Q2 		$6.02M Sell
77,373
-14,620
-16% -$1.11M 0.14% 108
2017
Q1 		$6.82M Sell
91,993
-27,943
-23% -$1.98M 0.17% 109
2016
Q4 		$8.05M Sell
119,936
-100,369
-46% -$6.58M 0.21% 104
2016
Q3 		$14.5M Sell
220,305
-88,724
-29% -$5.74M 0.39% 82
2016
Q2 		$18.5M Sell
309,029
-35,248
-10% -$2.16M 0.53% 72
2016
Q1 		$21.5M Buy
+344,277
New +$19M 0.59% 64

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Douglas Lane & Associates's ETN Position: Q2 2026 in Review

Douglas Lane & Associates increased its Eaton (ETN) stake by 8.6% in Q2 2026, buying an estimated $25.8K and bringing the position to 806 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Douglas Lane & Associates first reported a position in ETN in Q1 2016 and has held it in 21 quarters since. The position peaked at $21.5M in Q1 2016. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Douglas Lane & Associates held 806 shares of Eaton worth $343K as of Q2 2026.
  • Douglas Lane & Associates bought 64 Eaton shares in Q2 2026, an estimated $25.8K.
  • Eaton made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #216 holding.
  • Douglas Lane & Associates first reported a position in Eaton in Q1 2016 and has held it in 21 quarters since.
  • Douglas Lane & Associates's Eaton position peaked at $21.5M in Q1 2016.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.