LWM
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Laidlaw Wealth Management’s Eaton ETN Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-651
Closed -$216K – 78
2024
Q4 		$216K Sell
651
-20
-3% -$7.02K 0.09% 160
2024
Q3 		$222K Sell
671
-315
-32% -$96.2K 0.11% 157
2024
Q2 		$309K Buy
986
+6
+0.6% +$1.94K 0.17% 129
2024
Q1 		$306K Sell
980
-2,159
-69% -$590K 0.17% 136
2023
Q4 		$756K Buy
3,139
+9
+0.3% +$1.99K 0.27% 96
2023
Q3 		$668K Sell
3,130
-188
-6% -$40.5K 0.22% 115
2023
Q2 		$667K Buy
3,318
+7
+0.2% +$1.23K 0.13% 173
2023
Q1 		$567K Sell
3,311
-12
-0.4% -$2K 0.12% 190
2022
Q4 		$522K Sell
3,323
-15
-0.4% -$2.3K 0.11% 190
2022
Q3 		$445K Sell
3,338
-180
-5% -$25.2K 0.1% 185
2022
Q2 		$443K Buy
3,518
+35
+1% +$4.9K 0.09% 208
2022
Q1 		$529K Buy
3,483
+186
+6% +$29.1K 0.09% 209
2021
Q4 		$570K Buy
3,297
+127
+4% +$21K 0.09% 205
2021
Q3 		$473K Buy
3,170
+20
+0.6% +$3.2K 0.12% 156
2021
Q2 		$467K Buy
3,150
+338
+12% +$48.7K 0.12% 155
2021
Q1 		$389K Buy
+2,812
New +$362K 0.13% 145

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Laidlaw Wealth Management's ETN Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Eaton (ETN) in Q1 2025, closing a stake of 651 shares — an estimated $216K sold.

Laidlaw Wealth Management first reported a position in ETN in Q1 2021 and held it in 16 quarters. The position peaked at $756K in Q4 2023. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 651 Eaton shares in Q1 2025, an estimated $216K.
  • Laidlaw Wealth Management first reported a position in Eaton in Q1 2021 and held it in 16 quarters.
  • Laidlaw Wealth Management's Eaton position peaked at $756K in Q4 2023.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.