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Middleton & Co’s Eaton ETN Stock Holding History

Middleton & Co’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 		$9.49M Buy
26,526
+2,759
+12% +$982K 1.08% 31
2025
Q4 		$7.57M Buy
23,767
+1,809
+8% +$641K 0.8% 41
2025
Q3 		$8.22M Buy
21,958
+5,285
+32% +$1.92M 0.89% 39
2025
Q2 		$5.95M Buy
16,673
+5,204
+45% +$1.6M 0.67% 46
2025
Q1 		$3.12M Buy
11,469
+10,655
+1,309% +$3.32M 0.36% 62
2024
Q4 		$270K Hold
814
– – 0.03% 136
2024
Q3 		$270K Hold
814
– – 0.03% 141
2024
Q2 		$255K Hold
814
– – 0.03% 145
2024
Q1 		$255K Buy
+814
New +$223K 0.03% 150
2016
Q2 		– Sell
-5,400
Closed -$338K – 159
2016
Q1 		$338K Sell
5,400
-525
-9% -$29K 0.08% 130
2015
Q4 		$308K Sell
5,925
-27,585
-82% -$1.49M 0.07% 136
2015
Q3 		$1.72M Sell
33,510
-40,937
-55% -$2.42M 0.41% 64
2015
Q2 		$5.02M Buy
74,447
+4,737
+7% +$334K 1.09% 38
2015
Q1 		$4.74M Buy
69,710
+15,295
+28% +$1.04M 1.04% 37
2014
Q4 		$3.7M Buy
54,415
+2,737
+5% +$180K 0.83% 43
2014
Q3 		$3.27M Sell
51,678
-3,960
-7% -$281K 0.77% 44
2014
Q2 		$4.29M Buy
+55,638
New +$4.13M 0.98% 38

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

Middleton & Co's ETN Position: Q1 2026 in Review

Middleton & Co increased its Eaton (ETN) stake by 12% in Q1 2026, buying an estimated $982K and bringing the position to 26,526 shares worth $9.49M. The position accounts for 1.08% of the portfolio, ranked #31.

Middleton & Co first reported a position in ETN in Q2 2014 and has held it in 17 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Middleton & Co held 26,526 shares of Eaton worth $9.49M as of Q1 2026.
  • Middleton & Co bought 2,759 Eaton shares in Q1 2026, an estimated $982K.
  • Eaton made up 1.08% of Middleton & Co's portfolio in Q1 2026, its #31 holding.
  • Middleton & Co first reported a position in Eaton in Q2 2014 and has held it in 17 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.