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Edgemoor Investment Advisors’s Eaton ETN Stock Holding History

Edgemoor 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
Q1 		$305K Hold
852
– – 0.02% 144
2025
Q4 		$271K Hold
852
– – 0.02% 151
2025
Q3 		$319K Hold
852
– – 0.02% 151
2025
Q2 		$304K Buy
852
+17
+2% +$5.24K 0.03% 141
2025
Q1 		$227K Hold
835
– – 0.02% 152
2024
Q4 		$277K Hold
835
– – 0.02% 142
2024
Q3 		$277K Buy
835
+29
+4% +$8.86K 0.02% 141
2024
Q2 		$253K Hold
806
– – 0.02% 142
2024
Q1 		$252K Buy
+806
New +$220K 0.02% 146

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgemoor Investment Advisors's ETN Position: Q1 2026 in Review

Edgemoor Investment Advisors held its Eaton (ETN) position steady in Q1 2026 at 852 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #144.

Edgemoor Investment Advisors first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $319K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Edgemoor Investment Advisors held 852 shares of Eaton worth $305K as of Q1 2026.
  • Edgemoor Investment Advisors left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #144 holding.
  • Edgemoor Investment Advisors first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • Edgemoor Investment Advisors's Eaton position peaked at $319K in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.