Heritage Wealth Advisors’s Eaton ETN Stock Holding History

Heritage 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 Q1	$575K	Sell	1,608 -8,386	-84%	-$2.98M	0.02%	115
2025 Q4	$3.18M	Buy	9,994 +9,860	+7,358%	+$3.49M	0.12%	52
2025 Q3	$50.1K	Hold	134	–	–	﹤0.01%	298
2025 Q2	$47.8K	Hold	134	–	–	﹤0.01%	300
2025 Q1	$36.4K	Sell	134 -6	-4%	-$1.87K	﹤0.01%	323
2024 Q4	$46.5K	Sell	140 -299	-68%	-$105K	﹤0.01%	314
2024 Q3	$146K	Buy	439 +44	+11%	+$13.4K	0.01%	237
2024 Q2	$124K	Sell	395 -185	-32%	-$59.7K	0.01%	238
2024 Q1	$181K	Sell	580 -125	-18%	-$34.2K	0.01%	221
2023 Q4	$170K	Sell	705 -200	-22%	-$44.1K	0.01%	224
2023 Q3	$193K	Hold	905	–	–	0.01%	206
2023 Q2	$182K	Hold	905	–	–	0.01%	210
2023 Q1	$155K	Hold	905	–	–	0.01%	222
2022 Q4	$142K	Hold	905	–	–	0.01%	238
2022 Q3	$121K	Hold	905	–	–	0.01%	242
2022 Q2	$114K	Hold	905	–	–	0.01%	249
2022 Q1	$137K	Hold	905	–	–	0.01%	224
2021 Q4	$156K	Buy	905 +400	+79%	+$66.3K	0.01%	223
2021 Q3	$75.4K	Hold	505	–	–	﹤0.01%	282
2021 Q2	$74.8K	Hold	505	–	–	﹤0.01%	287
2021 Q1	$69.8K	Hold	505	–	–	﹤0.01%	298
2020 Q4	$61K	Hold	505	–	–	﹤0.01%	305
2020 Q3	$51.5K	Hold	505	–	–	0.01%	266
2020 Q2	$44.2K	Hold	505	–	–	0.01%	263
2020 Q1	$39.2K	Hold	505	–	–	0.01%	265
2019 Q4	$47.8K	Hold	505	–	–	0.01%	308
2019 Q3	$41K	Hold	505	–	–	0.01%	298
2019 Q2	$42.1K	Buy	505 +165	+49%	+$13.4K	0.01%	273
2019 Q1	$27.4K	Hold	340	–	–	﹤0.01%	276
2018 Q4	$23K	Hold	340	–	–	﹤0.01%	250
2018 Q3	$29K	Buy	+340	New	+$27.8K	0.01%	240

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Wealth Advisors's ETN Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Eaton (ETN) stake by 84% in Q1 2026, selling an estimated $2.98M and leaving 1,608 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #115.

Heritage Wealth Advisors first reported a position in ETN in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.18M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Heritage Wealth Advisors held 1,608 shares of Eaton worth $575K as of Q1 2026.
Heritage Wealth Advisors sold 8,386 Eaton shares in Q1 2026, an estimated $2.98M.
Eaton made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #115 holding.
Heritage Wealth Advisors first reported a position in Eaton in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's Eaton position peaked at $3.18M in Q4 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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