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Principia Wealth Advisory’s Eaton ETN Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$9.24K Buy
29
+2
+7% +$709 0.01% 207
2025
Q3 		$10.1K Buy
27
+2
+8% +$727 0.01% 201
2025
Q2 		$8.93K Hold
25
– – 0.01% 173
2025
Q1 		$7.09K Buy
25
+14
+127% +$4.36K 0.01% 154
2024
Q4 		$3.65K Buy
+11
New +$3.86K ﹤0.01% 176

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principia Wealth Advisory's ETN Position: Q4 2025 in Review

Principia Wealth Advisory increased its Eaton (ETN) stake by 7.4% in Q4 2025, buying an estimated $709 and bringing the position to 29 shares worth $9.24K. The position accounts for 0.01% of the portfolio, ranked #207.

Principia Wealth Advisory first reported a position in ETN in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.1K in Q3 2025. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Principia Wealth Advisory held 29 shares of Eaton worth $9.24K as of Q4 2025.
  • Principia Wealth Advisory bought 2 Eaton shares in Q4 2025, an estimated $709.
  • Eaton made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #207 holding.
  • Principia Wealth Advisory first reported a position in Eaton in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Eaton position peaked at $10.1K in Q3 2025.
  • 2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.