Plato Investment Management’s Eaton ETN Stock Holding History

Plato Investment Management’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	$5.41M	Sell	12,773 -1,705	-12%	-$688K	0.31%	68
2026 Q1	$5.18M	Sell	14,478 -676	-4%	-$241K	0.35%	60
2025 Q4	$4.85M	Hold	15,154	–	–	0.32%	71
2025 Q3	$5.63M	Buy	15,154 +324	+2%	+$118K	0.38%	53
2025 Q2	$5.27M	Buy	14,830 +78	+0.5%	+$24K	0.4%	52
2025 Q1	$4.05M	Sell	14,752 -3,877	-21%	-$1.21M	0.34%	72
2024 Q4	$6.2M	Buy	18,629 +4,619	+33%	+$1.62M	0.46%	42
2024 Q3	$4.64M	Buy	14,010 +2,466	+21%	+$753K	0.38%	57
2024 Q2	$3.62M	Sell	11,544 -315	-3%	-$102K	0.34%	67
2024 Q1	$3.71M	Buy	11,859 +10,987	+1,260%	+$3M	0.38%	65
2023 Q4	$210K	Buy	+872	New	+$192K	0.26%	97

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

Plato Investment Management's ETN Position: Q2 2026 in Review

Plato Investment Management reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $688K and leaving 12,773 shares worth $5.41M. The position accounts for 0.31% of the portfolio, ranked #68.

Plato Investment Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.2M in Q4 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Plato Investment Management held 12,773 shares of Eaton worth $5.41M as of Q2 2026.
Plato Investment Management sold 1,705 Eaton shares in Q2 2026, an estimated $688K.
Eaton made up 0.31% of Plato Investment Management's portfolio in Q2 2026, its #68 holding.
Plato Investment Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Eaton position peaked at $6.2M in Q4 2024.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.