Hoey Investments’s Eaton ETN Stock Holding History

Hoey Investments’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	$16.1K	Buy	45 +15	+50%	+$5.34K	﹤0.01%	224
2025 Q4	$9.56K	Hold	30	–	–	﹤0.01%	256
2025 Q3	$11.2K	Hold	30	–	–	﹤0.01%	248
2025 Q2	$10.7K	Hold	30	–	–	﹤0.01%	236
2025 Q1	$8.15K	Hold	30	–	–	﹤0.01%	221
2024 Q4	$9.96K	Hold	30	–	–	﹤0.01%	213
2024 Q3	$9.41K	Hold	30	–	–	﹤0.01%	212
2024 Q2	$9.41K	Hold	30	–	–	﹤0.01%	212
2024 Q1	$9.38K	Hold	30	–	–	﹤0.01%	212
2023 Q4	$7.22K	Sell	30 -104	-78%	-$23K	﹤0.01%	225
2023 Q3	$28.6K	Hold	134	–	–	0.01%	152
2023 Q2	$26.9K	Hold	134	–	–	0.01%	157
2023 Q1	$23K	Hold	134	–	–	0.01%	173
2022 Q4	$21K	Hold	134	–	–	0.01%	174
2022 Q3	$18K	Hold	134	–	–	0.01%	195
2022 Q2	$17K	Hold	134	–	–	0.01%	162
2022 Q1	$20K	Hold	134	–	–	0.01%	137
2021 Q4	$23K	Hold	134	–	–	0.01%	137
2021 Q3	$20K	Hold	134	–	–	0.01%	141
2021 Q2	$20K	Hold	134	–	–	0.01%	142
2021 Q1	$19K	Sell	134 -154	-53%	-$19.9K	0.01%	146
2020 Q4	$35K	Hold	288	–	–	0.01%	96
2020 Q3	$29K	Hold	288	–	–	0.01%	74
2020 Q2	$25K	Sell	288 -1,407	-83%	-$116K	0.01%	84
2020 Q1	$132K	Sell	1,695 -11,482	-87%	-$1.05M	0.09%	40
2019 Q4	$1.25M	Buy	+13,177	New	+$1.17M	0.89%	35

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

Hoey Investments's ETN Position: Q1 2026 in Review

Hoey Investments increased its Eaton (ETN) stake by 50% in Q1 2026, buying an estimated $5.34K and bringing the position to 45 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Hoey Investments first reported a position in ETN in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.25M in Q4 2019. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Hoey Investments held 45 shares of Eaton worth $16.1K as of Q1 2026.
Hoey Investments bought 15 Eaton shares in Q1 2026, an estimated $5.34K.
Eaton made up ﹤0.01% of Hoey Investments's portfolio in Q1 2026, its #224 holding.
Hoey Investments first reported a position in Eaton in Q4 2019 and has held it in 26 quarters since.
Hoey Investments's Eaton position peaked at $1.25M in Q4 2019.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.