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Legacy Capital Wealth Partners’s Eaton ETN Stock Holding History

Legacy Capital Wealth Partners’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 		$713K Buy
1,993
+431
+28% +$153K 0.15% 147
2025
Q4 		$497K Buy
1,562
+335
+27% +$119K 0.11% 204
2025
Q3 		$459K Buy
1,227
+181
+17% +$65.8K 0.1% 217
2025
Q2 		$374K Sell
1,046
-79
-7% -$24.3K 0.09% 263
2025
Q1 		$306K Buy
1,125
+117
+12% +$36.4K 0.08% 275
2024
Q4 		$335K Sell
1,008
-910
-47% -$319K 0.08% 252
2024
Q3 		$636K Buy
1,918
+922
+93% +$282K 0.13% 149
2024
Q2 		$312K Buy
+996
New +$322K 0.08% 236
2021
Q1 		– Sell
-2,223
Closed -$267K – 93
2020
Q4 		$267K Buy
+2,223
New +$251K 0.11% 66

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

Legacy Capital Wealth Partners's ETN Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Eaton (ETN) stake by 28% in Q1 2026, buying an estimated $153K and bringing the position to 1,993 shares worth $713K. The position accounts for 0.15% of the portfolio, ranked #147.

Legacy Capital Wealth Partners first reported a position in ETN in Q4 2020 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Legacy Capital Wealth Partners held 1,993 shares of Eaton worth $713K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 431 Eaton shares in Q1 2026, an estimated $153K.
  • Eaton made up 0.15% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #147 holding.
  • Legacy Capital Wealth Partners first reported a position in Eaton in Q4 2020 and has held it in 9 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.