NG
ETN icon

Novem Group’s Eaton ETN Stock Holding History

Novem 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 		$310K Sell
726
-55
-7% -$22.2K 0.03% 350
2026
Q1 		$279K Sell
781
-65
-8% -$23.1K 0.03% 363
2025
Q4 		$269K Sell
846
-2,790
-77% -$989K 0.03% 357
2025
Q3 		$1.36M Buy
3,636
+54
+2% +$19.6K 0.16% 118
2025
Q2 		$1.28M Buy
3,582
+2,293
+178% +$706K 0.16% 104
2025
Q1 		$350K Sell
1,289
-50
-4% -$15.6K 0.05% 269
2024
Q4 		$444K Buy
+1,339
New +$470K 0.06% 242

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Novem Group's ETN Position: Q2 2026 in Review

Novem Group reduced its Eaton (ETN) stake by 7% in Q2 2026, selling an estimated $22.2K and leaving 726 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #350.

Novem Group first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 898 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Novem Group held 726 shares of Eaton worth $310K as of Q2 2026.
  • Novem Group sold 55 Eaton shares in Q2 2026, an estimated $22.2K.
  • Eaton made up 0.03% of Novem Group's portfolio in Q2 2026, its #350 holding.
  • Novem Group first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Eaton position peaked at $1.36M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.