EHC
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Everett Harris & Co’s Eaton ETN Stock Holding History

Everett Harris & Co’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 		$767K Hold
1,799
– – 0.01% 175
2026
Q1 		$643K Sell
1,799
-279
-13% -$99.3K 0.01% 203
2025
Q4 		$662K Buy
2,078
+428
+26% +$152K 0.01% 203
2025
Q3 		$618K Hold
1,650
– – 0.01% 209
2025
Q2 		$589K Buy
1,650
+127
+8% +$39.1K 0.01% 206
2025
Q1 		$414K Buy
1,523
+300
+25% +$93.4K 0.01% 229
2024
Q4 		$406K Buy
1,223
+292
+31% +$102K 0.01% 214
2024
Q3 		$309K Hold
931
– – ﹤0.01% 229
2024
Q2 		$292K Sell
931
-9
-1% -$2.91K ﹤0.01% 230
2024
Q1 		$294K Buy
+940
New +$257K ﹤0.01% 230

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

Everett Harris & Co's ETN Position: Q2 2026 in Review

Everett Harris & Co held its Eaton (ETN) position steady in Q2 2026 at 1,799 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #175.

Everett Harris & Co first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Everett Harris & Co held 1,799 shares of Eaton worth $767K as of Q2 2026.
  • Everett Harris & Co left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #175 holding.
  • Everett Harris & Co first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.