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Perennial Investment Advisors’s Eaton ETN Stock Holding History

Perennial Investment 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 		$385K Buy
1,075
+148
+16% +$52.7K 0.03% 331
2025
Q4 		$295K Buy
927
+56
+6% +$19.8K 0.02% 380
2025
Q3 		$326K Buy
871
+63
+8% +$22.9K 0.03% 348
2025
Q2 		$288K Buy
808
+61
+8% +$18.8K 0.03% 356
2025
Q1 		$203K Buy
747
+142
+23% +$44.2K 0.02% 412
2024
Q4 		$201K Buy
+605
New +$212K 0.02% 386

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perennial Investment Advisors's ETN Position: Q1 2026 in Review

Perennial Investment Advisors increased its Eaton (ETN) stake by 16% in Q1 2026, buying an estimated $52.7K and bringing the position to 1,075 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #331.

Perennial Investment Advisors first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Perennial Investment Advisors held 1,075 shares of Eaton worth $385K as of Q1 2026.
  • Perennial Investment Advisors bought 148 Eaton shares in Q1 2026, an estimated $52.7K.
  • Eaton made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #331 holding.
  • Perennial Investment Advisors first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • 2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.