EIA
ETN icon

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
Q2 		$309K Hold
726
– – 0.06% 136
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 $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 $3.37T AUM 44.26% 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

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

Eldridge Investment Advisors held its Eaton (ETN) position steady in Q2 2026 at 726 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #136.

Eldridge Investment Advisors first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Eldridge Investment Advisors held 726 shares of Eaton worth $309K as of Q2 2026.
  • Eldridge Investment Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.06% of Eldridge Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Eldridge Investment Advisors first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.