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Financial Insights’s Eaton ETN Stock Holding History

Financial Insights’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
2025
Q4 		– Sell
-648
Closed -$243K – 133
2025
Q3 		$243K Buy
648
+24
+4% +$8.73K 0.08% 117
2025
Q2 		$223K Buy
+624
New +$192K 0.08% 118
2025
Q1 		– Sell
-767
Closed -$255K – 114
2024
Q4 		$255K Sell
767
-1,770
-70% -$621K 0.09% 95
2024
Q3 		$841K Sell
2,537
-2,420
-49% -$739K 0.27% 60
2024
Q2 		$1.55M Sell
4,957
-906
-15% -$293K 0.43% 42
2024
Q1 		$1.83M Sell
5,863
-355
-6% -$97.1K 0.51% 40
2023
Q4 		$1.5M Buy
6,218
+191
+3% +$42.2K 0.47% 40
2023
Q3 		$1.25M Buy
6,027
+713
+13% +$154K 0.45% 43
2023
Q2 		$1.07M Buy
5,314
+1,746
+49% +$307K 0.39% 48
2023
Q1 		$611K Buy
+3,568
New +$594K 0.25% 68

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Insights's ETN Position: Q4 2025 in Review

Financial Insights sold out of Eaton (ETN) in Q4 2025, closing a stake of 648 shares — an estimated $243K sold.

Financial Insights first reported a position in ETN in Q1 2023 and held it in 10 quarters. The position peaked at $1.83M in Q1 2024. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Financial Insights reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • Financial Insights sold 648 Eaton shares in Q4 2025, an estimated $243K.
  • Financial Insights first reported a position in Eaton in Q1 2023 and held it in 10 quarters.
  • Financial Insights's Eaton position peaked at $1.83M in Q1 2024.
  • 2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.