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Eldridge Investment Advisors’s Eaton ETN Stock Holding History

Eldridge 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 		$260K Hold
726
– – 0.06% 138
2025
Q4 		$231K Hold
726
– – 0.05% 148
2025
Q3 		$272K Hold
726
– – 0.06% 141
2025
Q2 		$259K Buy
+726
New +$224K 0.05% 143
2025
Q1 		– Sell
-757
Closed -$251K – 159
2024
Q4 		$251K Hold
757
– – 0.06% 139
2024
Q3 		$251K Hold
757
– – 0.06% 140
2024
Q2 		$237K Hold
757
– – 0.06% 134
2024
Q1 		$237K Buy
+757
New +$207K 0.06% 137

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

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

Eldridge Investment Advisors held its Eaton (ETN) position steady in Q1 2026 at 726 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #138.

Eldridge Investment Advisors first reported a position in ETN in Q1 2024 and has held it in 8 quarters since. The position peaked at $272K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Eldridge Investment Advisors held 726 shares of Eaton worth $260K as of Q1 2026.
  • Eldridge Investment Advisors left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.06% of Eldridge Investment Advisors's portfolio in Q1 2026, its #138 holding.
  • Eldridge Investment Advisors first reported a position in Eaton in Q1 2024 and has held it in 8 quarters since.
  • Eldridge Investment Advisors's Eaton position peaked at $272K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.