KSWWM
ETN icon

Keyes Stange & Wooten Wealth Management’s Eaton ETN Stock Holding History

Keyes Stange & Wooten Wealth 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 		$1.22M Sell
2,862
-164
-5% -$66.1K 0.49% 21
2026
Q1 		$1.08M Sell
3,026
-8
-0.3% -$2.85K 0.48% 22
2025
Q4 		$966K Sell
3,034
-146
-5% -$51.7K 0.46% 21
2025
Q3 		$1.19M Sell
3,180
-4
-0.1% -$1.46K 0.58% 18
2025
Q2 		$1.14M Sell
3,184
-81
-2% -$24.9K 0.59% 18
2025
Q1 		$888K Sell
3,265
-303
-8% -$94.3K 0.5% 24
2024
Q4 		$1.18M Sell
3,568
-47
-1% -$16.5K 0.7% 16
2024
Q3 		$1.2M Sell
3,615
-51
-1% -$15.6K 0.71% 17
2024
Q2 		$1.15M Sell
3,666
-585
-14% -$189K 0.8% 17
2024
Q1 		$1.33M Sell
4,251
-214
-5% -$58.5K 1.17% 15
2023
Q4 		$1.08M Buy
+4,465
New +$986K 1.14% 13

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's ETN Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Eaton (ETN) stake by 5.4% in Q2 2026, selling an estimated $66.1K and leaving 2,862 shares worth $1.22M. The position accounts for 0.49% of the portfolio, ranked #21.

Keyes Stange & Wooten Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 2,862 shares of Eaton worth $1.22M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management sold 164 Eaton shares in Q2 2026, an estimated $66.1K.
  • Eaton made up 0.49% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • Keyes Stange & Wooten Wealth Management's Eaton position peaked at $1.33M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.