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Lake Street Private Wealth’s Eaton ETN Stock Holding History

Lake Street Private Wealth’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 		$560K Sell
1,566
-7
-0.4% -$2.49K 0.07% 156
2025
Q4 		$501K Buy
1,573
+47
+3% +$16.7K 0.06% 174
2025
Q3 		$571K Sell
1,526
-11
-0.7% -$4K 0.07% 155
2025
Q2 		$549K Buy
1,537
+14
+0.9% +$4.31K 0.08% 145
2025
Q1 		$414K Buy
1,523
+25
+2% +$7.78K 0.07% 167
2024
Q4 		$497K Sell
1,498
-14
-0.9% -$4.91K 0.08% 151
2024
Q3 		$501K Sell
1,512
-2,570
-63% -$785K 0.08% 160
2024
Q2 		$1.28M Sell
4,082
-174
-4% -$56.2K 0.17% 126
2024
Q1 		$1.33M Buy
4,256
+92
+2% +$25.2K 0.18% 128
2023
Q4 		$1M Buy
4,164
+2,231
+115% +$492K 0.16% 130
2023
Q3 		$417K Buy
1,933
+372
+24% +$80.2K 0.07% 202
2023
Q2 		$314K Sell
1,561
-3,927
-72% -$691K 0.06% 224
2023
Q1 		$940K Buy
5,488
+892
+19% +$148K 0.18% 131
2022
Q4 		$721K Buy
4,596
+1,177
+34% +$180K 0.15% 148
2022
Q3 		$456K Buy
3,419
+1,023
+43% +$143K 0.1% 172
2022
Q2 		$302K Sell
2,396
-160
-6% -$22.4K 0.06% 230
2022
Q1 		$388K Sell
2,556
-604
-19% -$94.6K 0.07% 219
2021
Q4 		$546K Buy
3,160
+1,237
+64% +$205K 0.1% 186
2021
Q3 		$287K Sell
1,923
-235
-11% -$37.6K 0.07% 188
2021
Q2 		$324K Buy
2,158
+383
+22% +$55.2K 0.08% 172
2021
Q1 		$245K Buy
+1,775
New +$229K 0.07% 185
2020
Q1 		– Sell
-18,878
Closed -$1.79M – 148
2019
Q4 		$1.79M Buy
18,878
+426
+2% +$37.8K 0.68% 57
2019
Q3 		$1.53M Buy
18,452
+276
+2% +$22.4K 0.7% 55
2019
Q2 		$1.51M Sell
18,176
-462
-2% -$37.4K 0.89% 43
2019
Q1 		$1.5M Buy
+18,638
New +$1.42M 1.03% 36

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

Lake Street Private Wealth's ETN Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Eaton (ETN) stake by 0.45% in Q1 2026, selling an estimated $2.49K and leaving 1,566 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #156.

Lake Street Private Wealth first reported a position in ETN in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.79M in Q4 2019. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Lake Street Private Wealth held 1,566 shares of Eaton worth $560K as of Q1 2026.
  • Lake Street Private Wealth sold 7 Eaton shares in Q1 2026, an estimated $2.49K.
  • Eaton made up 0.07% of Lake Street Private Wealth's portfolio in Q1 2026, its #156 holding.
  • Lake Street Private Wealth first reported a position in Eaton in Q1 2019 and has held it in 25 quarters since.
  • Lake Street Private Wealth's Eaton position peaked at $1.79M in Q4 2019.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.