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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
Q2 		$349K Sell
818
-34
-4% -$13.7K 0.02% 144
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Edgemoor Investment Advisors reduced its Eaton (ETN) stake by 4% in Q2 2026, selling an estimated $13.7K and leaving 818 shares worth $349K. 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 10 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Edgemoor Investment Advisors held 818 shares of Eaton worth $349K as of Q2 2026.
  • Edgemoor Investment Advisors sold 34 Eaton shares in Q2 2026, an estimated $13.7K.
  • Eaton made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Edgemoor Investment Advisors first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.