Heck Capital Advisors’s Eaton ETN Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-2,655	Closed	-$881K	–	423
2024 Q4	$881K	Buy	+2,655	New	+$932K	0.04%	148

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Heck Capital Advisors's ETN Position: Q1 2025 in Review

Heck Capital Advisors sold out of Eaton (ETN) in Q1 2025, closing a stake of 2,655 shares — an estimated $881K sold.

Heck Capital Advisors first reported a position in ETN in Q4 2024 and held it in 1 quarter. The position peaked at $881K in Q4 2024. 2,190 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

Heck Capital Advisors reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 2,655 Eaton shares in Q1 2025, an estimated $881K.
Heck Capital Advisors first reported a position in Eaton in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Eaton position peaked at $881K in Q4 2024.
2,190 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.