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Regent Peak Wealth Advisors’s Eaton ETN Stock Holding History

Regent Peak Wealth Advisors’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 		$708K Buy
1,661
+3
+0.2% +$1.21K 0.13% 74
2026
Q1 		$593K Buy
1,658
+11
+0.7% +$3.92K 0.12% 75
2025
Q4 		$525K Sell
1,647
-3
-0.2% -$1.06K 0.1% 87
2025
Q3 		$618K Buy
+1,650
New +$600K 0.12% 74
2025
Q1 		$428K Sell
1,576
-28
-2% -$8.72K 0.1% 91
2024
Q4 		$532K Buy
+1,604
New +$563K 0.12% 78
2024
Q3 		– Sell
-1,572
Closed -$493K – 181
2024
Q2 		$493K Buy
1,572
+20
+1% +$6.46K 0.11% 89
2024
Q1 		$485K Buy
1,552
+13
+0.8% +$3.55K 0.12% 86
2023
Q4 		$371K Buy
1,539
+23
+2% +$5.08K 0.1% 99
2023
Q3 		$323K Buy
1,516
+7
+0.5% +$1.51K 0.1% 105
2023
Q2 		$303K Sell
1,509
-8
-0.5% -$1.41K 0.09% 106
2023
Q1 		$260K Sell
1,517
-5
-0.3% -$832 0.08% 119
2022
Q4 		$239K Buy
+1,522
New +$233K 0.08% 136
2022
Q2 		– Sell
-1,381
Closed -$210K – 162
2022
Q1 		$210K Buy
1,381
+1
+0.1% +$157 0.06% 158
2021
Q4 		$238K Buy
1,380
+37
+3% +$6.13K 0.06% 149
2021
Q3 		$201K Buy
1,343
+4
+0.3% +$639 0.06% 164
2021
Q2 		$212K Buy
+1,339
New +$193K 0.06% 160
2021
Q1 		– Sell
-1,370
Closed -$165K – 410
2020
Q4 		$165K Buy
+1,370
New +$155K 0.06% 158

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Regent Peak Wealth Advisors's ETN Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Eaton (ETN) stake by 0.18% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,661 shares worth $708K. The position accounts for 0.13% of the portfolio, ranked #74.

Regent Peak Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 18 quarters since. 538 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,661 shares of Eaton worth $708K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
  • Eaton made up 0.13% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Regent Peak Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 18 quarters since.
  • 538 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.