NWAG
ETN icon

Net Worth Advisory Group’s Eaton ETN Stock Holding History

Net Worth Advisory Group’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
Q2 		$891K Sell
2,090
-48
-2% -$19.4K 0.22% 97
2026
Q1 		$765K Sell
2,138
-55
-3% -$19.6K 0.16% 133
2025
Q4 		$699K Buy
2,193
+72
+3% +$25.5K 0.14% 160
2025
Q3 		$794K Sell
2,121
-64
-3% -$23.3K 0.23% 89
2025
Q2 		$780K Buy
2,185
+22
+1% +$6.78K 0.17% 115
2025
Q1 		$588K Buy
2,163
+1
+0% +$311 0.18% 134
2024
Q4 		$717K Buy
2,162
+1
+0% +$351 0.22% 98
2024
Q3 		$716K Buy
+2,161
New +$660K 0.21% 116

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Net Worth Advisory Group's ETN Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Eaton (ETN) stake by 2.2% in Q2 2026, selling an estimated $19.4K and leaving 2,090 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #97.

Net Worth Advisory Group first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Net Worth Advisory Group held 2,090 shares of Eaton worth $891K as of Q2 2026.
  • Net Worth Advisory Group sold 48 Eaton shares in Q2 2026, an estimated $19.4K.
  • Eaton made up 0.22% of Net Worth Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Net Worth Advisory Group first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.