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Miller Financial Services’s Eaton ETN Stock Holding History

Miller Financial Services’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 		$2.31M Sell
6,458
-1,006
-13% -$358K 2.53% 9
2025
Q4 		$2.38M Sell
7,464
-3,363
-31% -$1.19M 2.79% 9
2025
Q3 		$4.05M Sell
10,827
-3,550
-25% -$1.29M 4.68% 1
2025
Q2 		$5.13M Sell
14,377
-7,250
-34% -$2.23M 6.54% 1
2025
Q1 		$5.88M Buy
21,627
+16,457
+318% +$5.12M 8.45% 1
2024
Q4 		$1.72M Buy
+5,170
New +$1.81M 1.45% 15

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

Miller Financial Services's ETN Position: Q1 2026 in Review

Miller Financial Services reduced its Eaton (ETN) stake by 13% in Q1 2026, selling an estimated $358K and leaving 6,458 shares worth $2.31M. The position accounts for 2.53% of the portfolio, ranked #9.

Miller Financial Services first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.88M in Q1 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Miller Financial Services held 6,458 shares of Eaton worth $2.31M as of Q1 2026.
  • Miller Financial Services sold 1,006 Eaton shares in Q1 2026, an estimated $358K.
  • Eaton made up 2.53% of Miller Financial Services's portfolio in Q1 2026, its #9 holding.
  • Miller Financial Services first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's Eaton position peaked at $5.88M in Q1 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.