Pinnacle Associates’s Eaton ETN Stock Holding History

Pinnacle Associates’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	$53.2M	Buy	124,878 +356	+0.3%	+$144K	0.58%	36
2026 Q1	$44.5M	Sell	124,522 -358	-0.3%	-$127K	0.57%	36
2025 Q4	$39.8M	Buy	124,880 +7,319	+6%	+$2.59M	0.51%	42
2025 Q3	$44M	Buy	117,561 +5,382	+5%	+$1.96M	0.58%	36
2025 Q2	$40M	Sell	112,179 -3,445	-3%	-$1.06M	0.58%	38
2025 Q1	$31.4M	Sell	115,624 -548	-0.5%	-$171K	0.46%	50
2024 Q4	$38.6M	Sell	116,172 -10,317	-8%	-$3.62M	0.52%	38
2024 Q3	$30.5M	Buy	126,489 +28,689	+29%	+$8.77M	0.52%	46
2024 Q2	$30.7M	Sell	97,800 -4,126	-4%	-$1.33M	0.48%	48
2024 Q1	$31.9M	Sell	101,926 -24,563	-19%	-$6.72M	0.5%	45
2023 Q4	$30.5M	Buy	126,489 +897	+0.7%	+$198K	0.51%	46
2023 Q3	$26.8M	Sell	125,592 -633	-0.5%	-$136K	0.5%	48
2023 Q2	$25.4M	Buy	126,225 +5,744	+5%	+$1.01M	0.44%	60
2023 Q1	$20.6M	Buy	120,481 +2,149	+2%	+$358K	0.42%	61
2022 Q4	$18.6M	Buy	118,332 +1,578	+1%	+$242K	0.4%	67
2022 Q3	$15.6M	Buy	116,754 +2,209	+2%	+$309K	0.36%	79
2022 Q2	$14.4M	Buy	114,545 +21,304	+23%	+$2.98M	0.31%	95
2022 Q1	$14.2M	Buy	93,241 +1,644	+2%	+$257K	0.25%	117
2021 Q4	$15.8M	Sell	91,597 -258	-0.3%	-$42.8K	0.27%	111
2021 Q3	$13.7M	Sell	91,855 -2,115	-2%	-$338K	0.25%	112
2021 Q2	$13.9M	Sell	93,970 -989	-1%	-$143K	0.25%	116
2021 Q1	$13.1M	Sell	94,959 -5,116	-5%	-$660K	0.25%	114
2020 Q4	$12M	Sell	100,075 -2,634	-3%	-$298K	0.24%	112
2020 Q3	$10.5M	Sell	102,709 -1,003	-1%	-$98K	0.25%	109
2020 Q2	$9.07M	Sell	103,712 -10,228	-9%	-$842K	0.22%	118
2020 Q1	$8.85M	Buy	113,940 +14,389	+14%	+$1.32M	0.27%	107
2019 Q4	$9.43M	Sell	99,551 -194	-0.2%	-$17.2K	0.21%	130
2019 Q3	$8.29M	Sell	99,745 -2,975	-3%	-$241K	0.2%	136
2019 Q2	$8.55M	Sell	102,720 -92,662	-47%	-$7.5M	0.2%	138
2019 Q1	$15.7M	Sell	195,382 -7,627	-4%	-$582K	0.36%	81
2018 Q4	$13.9M	Sell	203,009 -3,605	-2%	-$270K	0.36%	77
2018 Q3	$17.9M	Sell	206,614 -359	-0.2%	-$29.4K	0.37%	77
2018 Q2	$15.5M	Sell	206,973 -519	-0.3%	-$40.1K	0.32%	90
2018 Q1	$16.6M	Sell	207,492 -9,545	-4%	-$783K	0.32%	85
2017 Q4	$17.1M	Sell	217,037 -40,318	-16%	-$3.13M	0.33%	83
2017 Q3	$19.8M	Sell	257,355 -7,979	-3%	-$602K	0.36%	82
2017 Q2	$20.7M	Buy	265,334 +13,547	+5%	+$1.03M	0.4%	74
2017 Q1	$18.7M	Sell	251,787 -10,825	-4%	-$769K	0.36%	81
2016 Q4	$17.6M	Sell	262,612 -4,762	-2%	-$312K	0.36%	81
2016 Q3	$17.6M	Buy	267,374 +387	+0.1%	+$25K	0.35%	86
2016 Q2	$15.9M	Buy	266,987 +22,688	+9%	+$1.39M	0.34%	82
2016 Q1	$15.3M	Buy	244,299 +6,578	+3%	+$363K	0.33%	87
2015 Q4	$12.4M	Sell	237,721 -13,721	-5%	-$743K	0.26%	104
2015 Q3	$12.9M	Sell	251,442 -74,782	-23%	-$4.42M	0.29%	91
2015 Q2	$22M	Buy	326,224 +831	+0.3%	+$58.7K	0.41%	68
2015 Q1	$22.1M	Sell	325,393 -983	-0.3%	-$66.8K	0.41%	68
2014 Q4	$22.2M	Buy	326,376 +4,771	+1%	+$315K	0.43%	66
2014 Q3	$20.4M	Buy	321,605 +1,223	+0.4%	+$86.7K	0.42%	70
2014 Q2	$24.7M	Sell	320,382 -4,007	-1%	-$297K	0.48%	56
2014 Q1	$24.4M	Buy	324,389 +6,318	+2%	+$466K	0.48%	56
2013 Q4	$24.2M	Sell	318,071 -8,040	-2%	-$572K	0.47%	60
2013 Q3	$22.4M	Sell	326,111 -3,935	-1%	-$264K	0.46%	60
2013 Q2	$21.7M	Buy	+330,046	New	+$20.8M	0.49%	59

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinnacle Associates's ETN Position: Q2 2026 in Review

Pinnacle Associates increased its Eaton (ETN) stake by 0.29% in Q2 2026, buying an estimated $144K and bringing the position to 124,878 shares worth $53.2M. The position accounts for 0.58% of the portfolio, ranked #36.

Pinnacle Associates first reported a position in ETN in Q2 2013 and has held it in 53 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Pinnacle Associates held 124,878 shares of Eaton worth $53.2M as of Q2 2026.
Pinnacle Associates bought 356 Eaton shares in Q2 2026, an estimated $144K.
Eaton made up 0.58% of Pinnacle Associates's portfolio in Q2 2026, its #36 holding.
Pinnacle Associates first reported a position in Eaton in Q2 2013 and has held it in 53 quarters since.
2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.