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Principle Wealth Partners’s Eaton ETN Stock Holding History

Principle Wealth Partners’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 		$2.7M Sell
6,338
-106
-2% -$42.7K 0.13% 126
2026
Q1 		$2.3M Sell
6,444
-201
-3% -$71.5K 0.13% 118
2025
Q4 		$2.12M Sell
6,645
-49
-0.7% -$17.4K 0.12% 123
2025
Q3 		$2.51M Sell
6,694
-55
-0.8% -$20K 0.15% 110
2025
Q2 		$2.41M Buy
6,749
+20
+0.3% +$6.16K 0.15% 111
2025
Q1 		$1.83M Buy
6,729
+660
+11% +$206K 0.13% 124
2024
Q4 		$2.01M Buy
6,069
+126
+2% +$44.2K 0.14% 118
2024
Q3 		$1.97M Sell
5,943
-266
-4% -$81.3K 0.14% 121
2024
Q2 		$1.95M Sell
6,209
-85
-1% -$27.4K 0.15% 121
2024
Q1 		$1.97M Sell
6,294
-157
-2% -$42.9K 0.15% 121
2023
Q4 		$1.55M Hold
6,451
– – 0.13% 128
2023
Q3 		$1.38M Sell
6,451
-35
-0.5% -$7.54K 0.14% 128
2023
Q2 		$1.3M Sell
6,486
-225
-3% -$39.6K 0.13% 125
2023
Q1 		$1.15M Hold
6,711
– – 0.12% 130
2022
Q4 		$1.05M Buy
6,711
+1,050
+19% +$161K 0.12% 123
2022
Q3 		$755 Hold
5,661
– – 0.07% 144
2022
Q2 		$713K Buy
5,661
+560
+11% +$78.3K 0.09% 163
2022
Q1 		$774K Buy
5,101
+295
+6% +$46.2K 0.08% 161
2021
Q4 		$831K Hold
4,806
– – 0.09% 154
2021
Q3 		$718K Hold
4,806
– – 0.08% 159
2021
Q2 		$712K Hold
4,806
– – 0.08% 162
2021
Q1 		$665K Buy
4,806
+950
+25% +$122K 0.08% 164
2020
Q4 		$463K Buy
+3,856
New +$436K 0.06% 185

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

Principle Wealth Partners's ETN Position: Q2 2026 in Review

Principle Wealth Partners reduced its Eaton (ETN) stake by 1.6% in Q2 2026, selling an estimated $42.7K and leaving 6,338 shares worth $2.7M. The position accounts for 0.13% of the portfolio, ranked #126.

Principle Wealth Partners first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Principle Wealth Partners held 6,338 shares of Eaton worth $2.7M as of Q2 2026.
  • Principle Wealth Partners sold 106 Eaton shares in Q2 2026, an estimated $42.7K.
  • Eaton made up 0.13% of Principle Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Principle Wealth Partners first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.