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
Q2 		$1.38M Sell
3,243
-112
-3% -$45.2K ﹤0.01% 280
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 $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 $3.38T AUM 44.17% 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

Financial Engines Advisors's ETN Position: Q2 2026 in Review

Financial Engines Advisors reduced its Eaton (ETN) stake by 3.3% in Q2 2026, selling an estimated $45.2K and leaving 3,243 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Financial Engines Advisors first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Financial Engines Advisors held 3,243 shares of Eaton worth $1.38M as of Q2 2026.
  • Financial Engines Advisors sold 112 Eaton shares in Q2 2026, an estimated $45.2K.
  • Eaton made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #280 holding.
  • Financial Engines Advisors first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.