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Legacy Capital Group California’s Eaton ETN Stock Holding History

Legacy Capital Group California’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 		$796K Sell
1,867
-48
-3% -$19.4K 0.24% 122
2026
Q1 		$685K Sell
1,915
-652
-25% -$232K 0.26% 124
2025
Q4 		$818K Sell
2,567
-6
-0.2% -$2.13K 0.2% 137
2025
Q3 		$963K Buy
2,573
+13
+0.5% +$4.73K 0.25% 109
2025
Q2 		$914K Sell
2,560
-75
-3% -$23.1K 0.25% 103
2025
Q1 		$716K Sell
2,635
-25
-0.9% -$7.78K 0.25% 104
2024
Q4 		$883K Sell
2,660
-13
-0.5% -$4.56K 0.27% 91
2024
Q3 		$886K Sell
2,673
-103
-4% -$31.5K 0.29% 92
2024
Q2 		$870K Buy
2,776
+32
+1% +$10.3K 0.31% 86
2024
Q1 		$858K Sell
2,744
-676
-20% -$185K 0.32% 92
2023
Q4 		$824K Buy
3,420
+3
+0.1% +$662 0.32% 88
2023
Q3 		$729K Sell
3,417
-1,652
-33% -$356K 0.31% 91
2023
Q2 		$1.02M Buy
5,069
+130
+3% +$22.9K 0.42% 51
2023
Q1 		$846K Buy
+4,939
New +$822K 0.41% 65

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 $3.37T AUM 44.26% 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

Legacy Capital Group California's ETN Position: Q2 2026 in Review

Legacy Capital Group California reduced its Eaton (ETN) stake by 2.5% in Q2 2026, selling an estimated $19.4K and leaving 1,867 shares worth $796K. The position accounts for 0.24% of the portfolio, ranked #122.

Legacy Capital Group California first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2023. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Capital Group California held 1,867 shares of Eaton worth $796K as of Q2 2026.
  • Legacy Capital Group California sold 48 Eaton shares in Q2 2026, an estimated $19.4K.
  • Eaton made up 0.24% of Legacy Capital Group California's portfolio in Q2 2026, its #122 holding.
  • Legacy Capital Group California first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Eaton position peaked at $1.02M in Q2 2023.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.