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Peak Asset Management’s Eaton ETN Stock Holding History

Peak 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 		– Sell
-700
Closed -$250K – 152
2025
Q2 		$250K Buy
+700
New +$216K 0.05% 134
2025
Q1 		– Sell
-800
Closed -$265K – 148
2024
Q4 		$265K Sell
800
-60
-7% -$21.1K 0.05% 127
2024
Q3 		$285K Hold
860
– – 0.05% 123
2024
Q2 		$270K Sell
860
-9
-1% -$2.91K 0.05% 122
2024
Q1 		$272K Buy
869
+9
+1% +$2.46K 0.05% 126
2023
Q4 		$207K Buy
+860
New +$190K 0.05% 135

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Peak Asset Management's ETN Position: Q3 2025 in Review

Peak Asset Management sold out of Eaton (ETN) in Q3 2025, closing a stake of 700 shares — an estimated $250K sold.

Peak Asset Management first reported a position in ETN in Q4 2023 and held it in 6 quarters. The position peaked at $285K in Q3 2024. 2,388 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Peak Asset Management reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Peak Asset Management sold 700 Eaton shares in Q3 2025, an estimated $250K.
  • Peak Asset Management first reported a position in Eaton in Q4 2023 and held it in 6 quarters.
  • Peak Asset Management's Eaton position peaked at $285K in Q3 2024.
  • 2,388 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

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