Moloney Securities Asset Management’s Eaton ETN Stock Holding History

Moloney Securities Asset 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
2025 Q3	$259K	Buy	693 +50	+8%	+$18.2K	0.03%	390
2025 Q2	$230K	Buy	+643	New	+$198K	0.03%	418
2019 Q3	–	Sell	-12,749	Closed	-$1.06M	–	334
2019 Q2	$1.06M	Buy	12,749 +302	+2%	+$24.4K	0.35%	82
2019 Q1	$1M	Buy	12,447 +1,284	+12%	+$97.9K	0.35%	88
2018 Q4	$766K	Buy	11,163 +789	+8%	+$59K	0.31%	99
2018 Q3	$900K	Sell	10,374 -95	-0.9%	-$7.77K	0.31%	97
2018 Q2	$782K	Sell	10,469 -396	-4%	-$30.6K	0.3%	106
2018 Q1	$868K	Sell	10,865 -1,459	-12%	-$120K	0.35%	92
2017 Q4	$974K	Buy	12,324 +303	+3%	+$23.6K	0.41%	82
2017 Q3	$923K	Sell	12,021 -110	-0.9%	-$8.3K	0.41%	70
2017 Q2	$944K	Sell	12,131 -183	-1%	-$13.9K	0.47%	60
2017 Q1	$913K	Sell	12,314 -245	-2%	-$17.4K	0.47%	60
2016 Q4	$843K	Buy	+12,559	New	+$824K	0.51%	53

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moloney Securities Asset Management's ETN Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Eaton (ETN) stake by 7.8% in Q3 2025, buying an estimated $18.2K and bringing the position to 693 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #390.

Moloney Securities Asset Management first reported a position in ETN in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.06M in Q2 2019. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

Moloney Securities Asset Management held 693 shares of Eaton worth $259K as of Q3 2025.
Moloney Securities Asset Management bought 50 Eaton shares in Q3 2025, an estimated $18.2K.
Eaton made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #390 holding.
Moloney Securities Asset Management first reported a position in Eaton in Q4 2016 and has held it in 13 quarters since.
Moloney Securities Asset Management's Eaton position peaked at $1.06M in Q2 2019.
2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.