MinichMacGregor Wealth Management’s Eaton ETN Stock Holding History

MinichMacGregor Wealth Management’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 Q3	$247K	Buy	574 +33	+6%	+$13.8K	0.04%	131
2026 Q2	$231K	Sell	541 -74	-12%	-$29.8K	0.04%	139
2026 Q1	$220K	Sell	615 -13,381	-96%	-$4.76M	0.04%	124
2025 Q4	$4.46M	Buy	13,996 +470	+3%	+$167K	0.81%	41
2025 Q3	$5.06M	Buy	+13,526	New	+$4.92M	0.99%	35
2023 Q1	–	Sell	-295	Closed	-$46.4K	–	256
2022 Q4	$46.4K	Buy	+295	New	+$45.2K	0.02%	190
2018 Q4	–	Sell	-455	Closed	-$39K	–	213
2018 Q3	$39K	Hold	455	–	–	0.03%	141
2018 Q2	$34K	Hold	455	–	–	0.02%	145
2018 Q1	$36K	Hold	455	–	–	0.03%	135
2017 Q4	$36K	Hold	455	–	–	0.03%	134
2017 Q3	$35K	Hold	455	–	–	0.03%	131
2017 Q2	$35K	Hold	455	–	–	0.03%	123
2017 Q1	$33K	Hold	455	–	–	0.03%	130
2016 Q4	$30K	Hold	455	–	–	0.03%	138
2016 Q3	$29K	Hold	455	–	–	0.03%	153
2016 Q2	$27K	Hold	455	–	–	0.03%	152
2016 Q1	$28K	Sell	455 -95	-17%	-$5.25K	0.03%	147
2015 Q4	$39K	Buy	+550	New	+$29.8K	0.04%	118

Other funds holding ETN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

MinichMacGregor Wealth Management's ETN Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its Eaton (ETN) stake by 6.1% in Q3 2026, buying an estimated $13.8K and bringing the position to 574 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #131.

MinichMacGregor Wealth Management first reported a position in ETN in Q4 2015 and has held it in 18 quarters since. The position peaked at $5.06M in Q3 2025. 1,827 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

MinichMacGregor Wealth Management held 574 shares of Eaton worth $247K as of Q3 2026.
MinichMacGregor Wealth Management bought 33 Eaton shares in Q3 2026, an estimated $13.8K.
Eaton made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #131 holding.
MinichMacGregor Wealth Management first reported a position in Eaton in Q4 2015 and has held it in 18 quarters since.
MinichMacGregor Wealth Management's Eaton position peaked at $5.06M in Q3 2025.
1,827 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.