Kerr Financial Planning’s Eaton ETN Stock Holding History

Kerr Financial Planning’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	-8	Closed	-$2.78K	–	529
2025 Q3	$2.78K	Buy	+8	New	+$2.91K	﹤0.01%	458

Other funds holding ETN

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kerr Financial Planning's ETN Position: Q4 2025 in Review

Kerr Financial Planning sold out of Eaton (ETN) in Q4 2025, closing a stake of 8 shares — an estimated $2.78K sold.

Kerr Financial Planning first reported a position in ETN in Q3 2025 and held it in 1 quarter. The position peaked at $2.78K in Q3 2025. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

Kerr Financial Planning reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 8 Eaton shares in Q4 2025, an estimated $2.78K.
Kerr Financial Planning first reported a position in Eaton in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Eaton position peaked at $2.78K in Q3 2025.
2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.