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Peterson Wealth Services’s Eaton ETN Stock Holding History

Peterson Wealth Services’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 		$4.17M Buy
9,775
+265
+3% +$107K 0.91% 28
2026
Q1 		$3.4M Buy
9,510
+217
+2% +$77.2K 0.84% 35
2025
Q4 		$2.96M Buy
9,293
+6,191
+200% +$2.19M 0.76% 35
2025
Q3 		$3.54M Sell
3,102
-6,454
-68% -$2.35M 0.87% 31
2025
Q2 		$3.41M Buy
9,556
+225
+2% +$69.3K 0.93% 29
2025
Q1 		$2.54M Buy
9,331
+707
+8% +$220K 0.79% 39
2024
Q4 		$2.86M Buy
8,624
+230
+3% +$80.7K 0.86% 33
2024
Q3 		$2.78M Buy
8,394
+5
+0.1% +$1.53K 0.89% 32
2024
Q2 		$2.63M Sell
8,389
-3,739
-31% -$1.21M 0.92% 32
2024
Q1 		$3.79M Buy
12,128
+131
+1% +$35.8K 1.38% 23
2023
Q4 		$2.89M Buy
+11,997
New +$2.65M 1.24% 25
2023
Q3 		– Sell
-7,385
Closed -$1.49M – 71
2023
Q2 		$1.49M Buy
7,385
+74
+1% +$13K 0.71% 41
2023
Q1 		$1.25M Buy
7,311
+1,321
+22% +$220K 0.64% 49
2022
Q4 		$940K Buy
5,990
+602
+11% +$92.3K 0.54% 50
2022
Q3 		$719K Buy
5,388
+1,574
+41% +$220K 0.51% 52
2022
Q2 		$481K Buy
3,814
+651
+21% +$91.1K 0.35% 61
2022
Q1 		$480K Buy
3,163
+688
+28% +$108K 0.3% 60
2021
Q4 		$428K Buy
+2,475
New +$410K 0.28% 51

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Peterson Wealth Services increased its Eaton (ETN) stake by 2.8% in Q2 2026, buying an estimated $107K and bringing the position to 9,775 shares worth $4.17M. The position accounts for 0.91% of the portfolio, ranked #28.

Peterson Wealth Services first reported a position in ETN in Q4 2021 and has held it in 18 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Peterson Wealth Services held 9,775 shares of Eaton worth $4.17M as of Q2 2026.
  • Peterson Wealth Services bought 265 Eaton shares in Q2 2026, an estimated $107K.
  • Eaton made up 0.91% of Peterson Wealth Services's portfolio in Q2 2026, its #28 holding.
  • Peterson Wealth Services first reported a position in Eaton in Q4 2021 and has held it in 18 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.