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Kestra Investment Management’s Eaton ETN Stock Holding History

Kestra Investment Management’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
Q2 		$678K Buy
1,591
+581
+58% +$234K 0.01% 284
2026
Q1 		$361K Sell
1,010
-464
-31% -$165K 0.01% 326
2025
Q4 		$469K Sell
1,474
-10
-0.7% -$3.54K 0.01% 293
2025
Q3 		$555K Buy
1,484
+408
+38% +$148K 0.01% 261
2025
Q2 		$384K Buy
1,076
+788
+274% +$243K 0.01% 322
2025
Q1 		$78.3K Sell
288
-1,058
-79% -$329K ﹤0.01% 440
2024
Q4 		$447K Sell
1,346
-504
-27% -$177K 0.02% 244
2024
Q3 		$613K Buy
+1,850
New +$565K 0.03% 177

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kestra Investment Management's ETN Position: Q2 2026 in Review

Kestra Investment Management increased its Eaton (ETN) stake by 58% in Q2 2026, buying an estimated $234K and bringing the position to 1,591 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #284.

Kestra Investment Management first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Kestra Investment Management held 1,591 shares of Eaton worth $678K as of Q2 2026.
  • Kestra Investment Management bought 581 Eaton shares in Q2 2026, an estimated $234K.
  • Eaton made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #284 holding.
  • Kestra Investment Management first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.