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KCM Investment Advisors’s Eaton ETN Stock Holding History

KCM Investment 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 		$6.18M Sell
17,277
-11
-0.1% -$3.92K 0.21% 84
2025
Q4 		$5.51M Sell
17,288
-669
-4% -$237K 0.18% 91
2025
Q3 		$6.72M Sell
17,957
-70
-0.4% -$25.5K 0.22% 77
2025
Q2 		$6.44M Buy
18,027
+177
+1% +$54.5K 0.22% 80
2025
Q1 		$4.85M Sell
17,850
-252
-1% -$78.5K 0.17% 94
2024
Q4 		$6.01M Buy
18,102
+70
+0.4% +$24.6K 0.21% 86
2024
Q3 		$5.98M Buy
18,032
+143
+0.8% +$43.7K 0.2% 92
2024
Q2 		$5.61M Buy
17,889
+361
+2% +$117K 0.2% 89
2024
Q1 		$5.48M Sell
17,528
-179
-1% -$48.9K 0.2% 90
2023
Q4 		$4.26M Sell
17,707
-248
-1% -$54.7K 0.17% 106
2023
Q3 		$3.83M Buy
17,955
+179
+1% +$38.6K 0.17% 105
2023
Q2 		$3.57M Sell
17,776
-246
-1% -$43.3K 0.14% 116
2023
Q1 		$3.09M Sell
18,022
-271
-1% -$45.1K 0.13% 130
2022
Q4 		$2.87M Sell
18,293
-428
-2% -$65.6K 0.12% 132
2022
Q3 		$2.5M Sell
18,721
-352
-2% -$49.3K 0.12% 134
2022
Q2 		$2.4M Sell
19,073
-2,788
-13% -$390K 0.1% 140
2022
Q1 		$3.32M Sell
21,861
-174
-0.8% -$27.2K 0.12% 129
2021
Q4 		$3.81M Buy
22,035
+150
+0.7% +$24.9K 0.13% 120
2021
Q3 		$3.27M Buy
21,885
+11,662
+114% +$1.86M 0.13% 123
2021
Q2 		$1.51M Buy
10,223
+125
+1% +$18K 0.06% 177
2021
Q1 		$1.4M Buy
10,098
+768
+8% +$99K 0.06% 173
2020
Q4 		$1.12M Buy
9,330
+322
+4% +$36.4K 0.05% 179
2020
Q3 		$919K Buy
9,008
+410
+5% +$40.1K 0.05% 180
2020
Q2 		$752K Sell
8,598
-345
-4% -$28.4K 0.04% 197
2020
Q1 		$695K Sell
8,943
-94
-1% -$8.62K 0.05% 188
2019
Q4 		$856K Buy
9,037
+33
+0.4% +$2.93K 0.05% 194
2019
Q3 		$749K Buy
9,004
+230
+3% +$18.6K 0.04% 196
2019
Q2 		$731K Sell
8,774
-199
-2% -$16.1K 0.04% 200
2019
Q1 		$723K Sell
8,973
-319
-3% -$24.3K 0.05% 193
2018
Q4 		$638K Sell
9,292
-725
-7% -$54.2K 0.04% 279
2018
Q3 		$869K Sell
10,017
-3,289
-25% -$269K 0.05% 261
2018
Q2 		$994K Sell
13,306
-65
-0.5% -$5.03K 0.06% 236
2018
Q1 		$1.07M Sell
13,371
-1,570
-11% -$129K 0.06% 247
2017
Q4 		$1.18M Sell
14,941
-3,763
-20% -$293K 0.07% 241
2017
Q3 		$1.44M Sell
18,704
-752
-4% -$56.8K 0.09% 217
2017
Q2 		$1.51M Buy
19,456
+3,395
+21% +$259K 0.09% 205
2017
Q1 		$1.19M Sell
16,061
-1,263
-7% -$89.7K 0.08% 238
2016
Q4 		$1.16M Buy
17,324
+602
+4% +$39.5K 0.08% 233
2016
Q3 		$1.1M Buy
16,722
+2,120
+15% +$137K 0.08% 238
2016
Q2 		$872K Buy
14,602
+67
+0.5% +$4.12K 0.06% 263
2016
Q1 		$909K Sell
14,535
-2,312
-14% -$128K 0.07% 251
2015
Q4 		$877K Sell
16,847
-415
-2% -$22.5K 0.07% 251
2015
Q3 		$886K Sell
17,262
-2,906
-14% -$172K 0.07% 252
2015
Q2 		$1.36M Sell
20,168
-917
-4% -$64.7K 0.11% 215
2015
Q1 		$1.43M Buy
21,085
+1,757
+9% +$119K 0.11% 210
2014
Q4 		$1.31M Sell
19,328
-603
-3% -$39.8K 0.11% 211
2014
Q3 		$1.26M Sell
19,931
-555
-3% -$39.4K 0.12% 207
2014
Q2 		$1.58M Sell
20,486
-253
-1% -$18.8K 0.15% 175
2014
Q1 		$1.56M Sell
20,739
-685
-3% -$50.5K 0.16% 169
2013
Q4 		$1.63M Buy
21,424
+205
+1% +$14.6K 0.18% 155
2013
Q3 		$1.46M Sell
21,219
-448
-2% -$30.1K 0.17% 159
2013
Q2 		$1.43M Buy
+21,667
New +$1.37M 0.17% 158

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KCM Investment Advisors's ETN Position: Q1 2026 in Review

KCM Investment Advisors reduced its Eaton (ETN) stake by 0.06% in Q1 2026, selling an estimated $3.92K and leaving 17,277 shares worth $6.18M. The position accounts for 0.21% of the portfolio, ranked #84.

KCM Investment Advisors first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.72M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • KCM Investment Advisors held 17,277 shares of Eaton worth $6.18M as of Q1 2026.
  • KCM Investment Advisors sold 11 Eaton shares in Q1 2026, an estimated $3.92K.
  • Eaton made up 0.21% of KCM Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • KCM Investment Advisors first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Eaton position peaked at $6.72M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.