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Moneta Group Investment Advisors’s Eaton ETN Stock Holding History

Moneta Group Investment Advisors’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 		$7.61M Buy
21,272
+11,758
+124% +$4.18M 0.06% 125
2025
Q4 		$3.03M Buy
9,514
+401
+4% +$142K 0.02% 223
2025
Q3 		$3.41M Buy
9,113
+168
+2% +$61.1K 0.03% 202
2025
Q2 		$3.19M Buy
8,945
+215
+2% +$66.2K 0.04% 174
2025
Q1 		$2.37M Sell
8,730
-64
-0.7% -$19.9K 0.03% 193
2024
Q4 		$2.92M Buy
8,794
+1,489
+20% +$523K 0.04% 171
2024
Q3 		$2.42M Sell
7,305
-52
-0.7% -$15.9K 0.04% 181
2024
Q2 		$2.31M Sell
7,357
-188
-2% -$60.7K 0.04% 176
2024
Q1 		$2.36M Sell
7,545
-5,800
-43% -$1.59M 0.04% 178
2023
Q4 		$3.21M Sell
13,345
-247
-2% -$54.5K 0.06% 137
2023
Q3 		$2.9M Buy
13,592
+9,915
+270% +$2.14M 0.07% 138
2023
Q2 		$739K Buy
3,677
+284
+8% +$50K 0.02% 264
2023
Q1 		$581K Buy
3,393
+1,309
+63% +$218K 0.01% 288
2022
Q4 		$338K Sell
2,084
-53
-2% -$8.13K 0.01% 351
2022
Q3 		$285K Sell
2,137
-712
-25% -$99.6K 0.01% 360
2022
Q2 		$359K Buy
2,849
+675
+31% +$94.4K 0.01% 352
2022
Q1 		$330K Buy
2,174
+247
+13% +$38.7K 0.01% 345
2021
Q4 		$333K Buy
+1,927
New +$319K 0.01% 362
2021
Q3 		– Sell
-2,477
Closed -$367K – 458
2021
Q2 		$367K Sell
2,477
-76
-3% -$11K 0.02% 325
2021
Q1 		$353K Buy
2,553
+331
+15% +$42.7K 0.02% 304
2020
Q4 		$267K Sell
2,222
-228
-9% -$25.8K 0.02% 268
2020
Q3 		$250K Sell
2,450
-476
-16% -$46.5K 0.02% 237
2020
Q2 		$256K Sell
2,926
-1,785
-38% -$147K 0.02% 220
2020
Q1 		$366K Sell
4,711
-2,542
-35% -$233K 0.04% 180
2019
Q4 		$687K Buy
7,253
+85
+1% +$7.55K 0.06% 150
2019
Q3 		$596K Buy
7,168
+204
+3% +$16.5K 0.06% 152
2019
Q2 		$580K Buy
6,964
+224
+3% +$18.1K 0.06% 150
2019
Q1 		$543K Sell
6,740
-222
-3% -$16.9K 0.06% 138
2018
Q4 		$478K Sell
6,962
-1,688
-20% -$126K 0.06% 138
2018
Q3 		$750K Sell
8,650
-4,513
-34% -$369K 0.08% 119
2018
Q2 		$984K Buy
13,163
+4,160
+46% +$322K 0.11% 111
2018
Q1 		$719K Buy
9,003
+2,036
+29% +$167K 0.1% 98
2017
Q4 		$550K Sell
6,967
-143
-2% -$11.1K 0.08% 115
2017
Q3 		$546K Sell
7,110
-4,025
-36% -$304K 0.08% 110
2017
Q2 		$867K Buy
11,135
+3,630
+48% +$277K 0.14% 91
2017
Q1 		$556K Buy
7,505
+216
+3% +$15.3K 0.11% 80
2016
Q4 		$489K Buy
7,289
+1,884
+35% +$124K 0.1% 89
2016
Q3 		$355K Sell
5,405
-3,650
-40% -$236K 0.08% 97
2016
Q2 		$541K Buy
9,055
+1,660
+22% +$102K 0.12% 106
2016
Q1 		$463K Buy
+7,395
New +$409K 0.1% 111
2015
Q4 		– Sell
-2,600
Closed -$133K – 226
2015
Q3 		$133K Buy
+2,600
New +$154K 0.04% 157
2015
Q1 		– Sell
-8,355
Closed -$568K – 144
2014
Q4 		$568K Sell
8,355
-1,269
-13% -$83.7K 0.27% 63
2014
Q3 		$610K Buy
9,624
+869
+10% +$61.6K 0.32% 55
2014
Q2 		$676K Sell
8,755
-60
-0.7% -$4.45K 0.36% 51
2014
Q1 		$662K Sell
8,815
-7,536
-46% -$555K 0.39% 42
2013
Q4 		$1.25M Sell
16,351
-1,589
-9% -$113K 0.75% 24
2013
Q3 		$1.24M Sell
17,940
-350
-2% -$23.5K 0.81% 23
2013
Q2 		$1.2M Buy
+18,290
New +$1.15M 0.85% 24

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

Moneta Group Investment Advisors's ETN Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Eaton (ETN) stake by 124% in Q1 2026, buying an estimated $4.18M and bringing the position to 21,272 shares worth $7.61M. The position accounts for 0.06% of the portfolio, ranked #125.

Moneta Group Investment Advisors first reported a position in ETN in Q2 2013 and has held it in 48 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Moneta Group Investment Advisors held 21,272 shares of Eaton worth $7.61M as of Q1 2026.
  • Moneta Group Investment Advisors bought 11,758 Eaton shares in Q1 2026, an estimated $4.18M.
  • Eaton made up 0.06% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #125 holding.
  • Moneta Group Investment Advisors first reported a position in Eaton in Q2 2013 and has held it in 48 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.