EFMC
ETN icon

Empire Financial Management Company’s Eaton ETN Stock Holding History

Empire Financial Management Company’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 		$561K Hold
1,567
– – 0.13% 148
2025
Q4 		$499K Hold
1,567
– – 0.11% 156
2025
Q3 		$587K Hold
1,567
– – 0.13% 141
2025
Q2 		$560K Hold
1,567
– – 0.16% 134
2025
Q1 		$426K Hold
1,567
– – 0.13% 148
2024
Q4 		$520K Sell
1,567
-4,684
-75% -$1.64M 0.16% 142
2024
Q3 		$2.07M Sell
6,251
-172
-3% -$52.6K 0.64% 51
2024
Q2 		$2.01M Sell
6,423
-87
-1% -$28.1K 0.67% 48
2024
Q1 		$2.04M Sell
6,510
-170
-3% -$46.5K 0.67% 47
2023
Q4 		$1.61M Sell
6,680
-16
-0.2% -$3.53K 0.63% 54
2023
Q3 		$1.43M Sell
6,696
-142
-2% -$30.6K 0.62% 49
2023
Q2 		$1.38M Sell
6,838
-844
-11% -$148K 0.55% 55
2023
Q1 		$1.32M Buy
+7,682
New +$1.28M 0.54% 61

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

Empire Financial Management Company's ETN Position: Q1 2026 in Review

Empire Financial Management Company held its Eaton (ETN) position steady in Q1 2026 at 1,567 shares worth $561K. The position accounts for 0.13% of the portfolio, ranked #148.

Empire Financial Management Company first reported a position in ETN in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.07M in Q3 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Empire Financial Management Company held 1,567 shares of Eaton worth $561K as of Q1 2026.
  • Empire Financial Management Company left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.13% of Empire Financial Management Company's portfolio in Q1 2026, its #148 holding.
  • Empire Financial Management Company first reported a position in Eaton in Q1 2023 and has held it in 13 quarters since.
  • Empire Financial Management Company's Eaton position peaked at $2.07M in Q3 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.