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Peak Planning Group’s Eaton ETN Stock Holding History

Peak Planning 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 		$2.52M Buy
5,913
+87
+1% +$35.1K 0.57% 27
2026
Q1 		$2.08M Sell
5,826
-144
-2% -$51.2K 0.58% 31
2025
Q4 		$1.9M Buy
5,970
+1,789
+43% +$634K 0.53% 32
2025
Q3 		$1.56M Buy
4,181
+177
+4% +$64.4K 0.82% 21
2025
Q2 		$1.43M Sell
4,004
-1,278
-24% -$394K 0.91% 20
2025
Q1 		$1.44M Buy
5,282
+184
+4% +$57.3K 0.6% 31
2024
Q4 		$1.69M Buy
5,098
+33
+0.7% +$11.6K 0.71% 25
2024
Q3 		$1.68M Sell
5,065
-42
-0.8% -$12.8K 0.74% 26
2024
Q2 		$1.6M Buy
5,107
+643
+14% +$208K 0.79% 24
2024
Q1 		$1.4M Buy
4,464
+19
+0.4% +$5.2K 0.87% 26
2023
Q4 		$1.07M Sell
4,445
-4
-0.1% -$883 0.77% 30
2023
Q3 		$949K Buy
4,449
+8
+0.2% +$1.73K 0.74% 33
2023
Q2 		$893K Sell
4,441
-430
-9% -$75.6K 0.66% 34
2023
Q1 		$835K Buy
4,871
+20
+0.4% +$3.33K 0.68% 36
2022
Q4 		$761K Buy
4,851
+84
+2% +$12.9K 0.67% 36
2022
Q3 		$636K Buy
4,767
+99
+2% +$13.9K 0.59% 43
2022
Q2 		$588K Buy
+4,668
New +$653K 0.49% 44
2021
Q4 		$743K Buy
4,298
+75
+2% +$12.4K 0.55% 35
2021
Q3 		$631K Buy
+4,223
New +$675K 0.54% 40
2021
Q1 		$312K Buy
2,256
+370
+20% +$47.7K 0.3% 57
2020
Q4 		$227K Buy
+1,886
New +$213K 0.26% 58

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Peak Planning Group's ETN Position: Q2 2026 in Review

Peak Planning Group increased its Eaton (ETN) stake by 1.5% in Q2 2026, buying an estimated $35.1K and bringing the position to 5,913 shares worth $2.52M. The position accounts for 0.57% of the portfolio, ranked #27.

Peak Planning Group first reported a position in ETN in Q4 2020 and has held it in 21 quarters since. 2,665 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Peak Planning Group held 5,913 shares of Eaton worth $2.52M as of Q2 2026.
  • Peak Planning Group bought 87 Eaton shares in Q2 2026, an estimated $35.1K.
  • Eaton made up 0.57% of Peak Planning Group's portfolio in Q2 2026, its #27 holding.
  • Peak Planning Group first reported a position in Eaton in Q4 2020 and has held it in 21 quarters since.
  • 2,665 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.