EWA
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EverSource Wealth Advisors’s Eaton ETN Stock Holding History

EverSource Wealth 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 		$2.61M Buy
6,126
+2,523
+70% +$1.02M 0.09% 185
2026
Q1 		$1.29M Buy
3,603
+484
+16% +$172K 0.04% 322
2025
Q4 		$994K Sell
3,119
-53
-2% -$18.8K 0.04% 346
2025
Q3 		$1.19M Sell
3,172
-2
-0.1% -$727 0.05% 274
2025
Q2 		$1.13M Buy
3,174
+729
+30% +$225K 0.05% 246
2025
Q1 		$665K Buy
2,445
+390
+19% +$121K 0.04% 327
2024
Q4 		$682K Buy
2,055
+216
+12% +$75.8K 0.04% 308
2024
Q3 		$610K Buy
1,839
+62
+3% +$18.9K 0.04% 295
2024
Q2 		$542K Buy
1,777
+547
+44% +$177K 0.04% 294
2024
Q1 		$392K Buy
1,230
+158
+15% +$43.2K 0.03% 324
2023
Q4 		$258K Buy
1,072
+32
+3% +$7.06K 0.02% 378
2023
Q3 		$222K Sell
1,040
-24
-2% -$5.17K 0.02% 377
2023
Q2 		$214K Hold
1,064
– – 0.02% 383
2023
Q1 		$182K Sell
1,064
-806
-43% -$134K 0.02% 385
2022
Q4 		$294K Buy
1,870
+885
+90% +$136K 0.04% 289
2022
Q3 		$131K Buy
985
+153
+18% +$21.4K 0.03% 364
2022
Q2 		$104K Sell
832
-195
-19% -$27.3K 0.03% 365
2022
Q1 		$156K Buy
1,027
+7
+0.7% +$1.1K 0.04% 279
2021
Q4 		$177K Buy
+1,020
New +$169K 0.05% 239

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

EverSource Wealth Advisors's ETN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Eaton (ETN) stake by 70% in Q2 2026, buying an estimated $1.02M and bringing the position to 6,126 shares worth $2.61M. The position accounts for 0.09% of the portfolio, ranked #185.

EverSource Wealth Advisors first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • EverSource Wealth Advisors held 6,126 shares of Eaton worth $2.61M as of Q2 2026.
  • EverSource Wealth Advisors bought 2,523 Eaton shares in Q2 2026, an estimated $1.02M.
  • Eaton made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • EverSource Wealth Advisors first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.