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Peterson Wealth Advisors’s Eaton ETN Stock Holding History

Peterson Wealth 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
Q2 		$447K Buy
1,048
+3
+0.3% +$1.21K 0.05% 76
2026
Q1 		$374K Buy
1,045
+10
+1% +$3.56K 0.05% 77
2025
Q4 		$330K Sell
1,035
-12
-1% -$4.25K 0.04% 91
2025
Q3 		$388K Buy
1,047
+12
+1% +$4.37K 0.06% 77
2025
Q2 		$369K Hold
1,035
– – 0.06% 72
2025
Q1 		$261K Hold
1,035
– – 0.05% 76
2024
Q4 		$355K Hold
1,035
– – 0.06% 67
2024
Q3 		$343K Buy
1,035
+385
+59% +$118K 0.06% 62
2024
Q2 		$204K Hold
650
– – 0.04% 72
2024
Q1 		$203K Buy
+650
New +$178K 0.04% 67

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

Peterson Wealth Advisors's ETN Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Eaton (ETN) stake by 0.29% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,048 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #76.

Peterson Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Peterson Wealth Advisors held 1,048 shares of Eaton worth $447K as of Q2 2026.
  • Peterson Wealth Advisors bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
  • Eaton made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Peterson Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.