Financial Engines Advisors
ETN icon

Financial Engines Advisors’s Eaton ETN Stock Holding History

Financial Engines 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 		$1.2M Buy
3,355
+748
+29% +$266K ﹤0.01% 281
2025
Q4 		$830K Buy
2,607
+18
+0.7% +$6.38K ﹤0.01% 335
2025
Q3 		$969K Buy
2,589
+140
+6% +$50.9K ﹤0.01% 310
2025
Q2 		$874K Buy
2,449
+311
+15% +$95.8K ﹤0.01% 309
2025
Q1 		$581K Sell
2,138
-959
-31% -$299K ﹤0.01% 312
2024
Q4 		$1.03M Buy
3,097
+1,935
+167% +$679K ﹤0.01% 258
2024
Q3 		$385K Buy
+1,162
New +$355K ﹤0.01% 305

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

Financial Engines Advisors's ETN Position: Q1 2026 in Review

Financial Engines Advisors increased its Eaton (ETN) stake by 29% in Q1 2026, buying an estimated $266K and bringing the position to 3,355 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Financial Engines Advisors first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Financial Engines Advisors held 3,355 shares of Eaton worth $1.2M as of Q1 2026.
  • Financial Engines Advisors bought 748 Eaton shares in Q1 2026, an estimated $266K.
  • Eaton made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #281 holding.
  • Financial Engines Advisors first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.