Northern Financial Advisors’s Eaton ETN Stock Holding History

Northern Financial 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	$1.25M	Buy	3,500 +1,265	+57%	+$450K	0.91%	32
2025 Q4	$712K	Sell	2,235 -1,290	-37%	-$457K	0.81%	37
2025 Q3	$1.32M	Buy	3,525 +6	+0.2%	+$2.18K	0.69%	42
2025 Q2	$1.26M	Hold	3,519	–	–	0.94%	35
2025 Q1	$957K	Sell	3,519 -16	-0.5%	-$4.98K	0.79%	45
2024 Q4	$1.17M	Sell	3,535 -918	-21%	-$322K	0.94%	37
2024 Q3	$1.48M	Hold	4,453	–	–	1.12%	31
2024 Q2	$1.4M	Sell	4,453 -10	-0.2%	-$3.23K	1.12%	27
2024 Q1	$1.4M	Sell	4,463 -75	-2%	-$20.5K	1.09%	28
2023 Q4	$1.09M	Sell	4,538 -26	-0.6%	-$5.74K	0.92%	35
2023 Q3	$973K	Sell	4,564 -127	-3%	-$27.4K	0.89%	36
2023 Q2	$943K	Sell	4,691 -175	-4%	-$30.8K	0.83%	37
2023 Q1	$834K	Sell	4,866 -269	-5%	-$44.8K	0.79%	42
2022 Q4	$806K	Buy	+5,135	New	+$787K	0.91%	41

Other funds holding ETN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Financial Advisors's ETN Position: Q1 2026 in Review

Northern Financial Advisors increased its Eaton (ETN) stake by 57% in Q1 2026, buying an estimated $450K and bringing the position to 3,500 shares worth $1.25M. The position accounts for 0.91% of the portfolio, ranked #32.

Northern Financial Advisors first reported a position in ETN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q3 2024. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Northern Financial Advisors held 3,500 shares of Eaton worth $1.25M as of Q1 2026.
Northern Financial Advisors bought 1,265 Eaton shares in Q1 2026, an estimated $450K.
Eaton made up 0.91% of Northern Financial Advisors's portfolio in Q1 2026, its #32 holding.
Northern Financial Advisors first reported a position in Eaton in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Eaton position peaked at $1.48M in Q3 2024.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.