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Retirement Planning Company of New England’s Eaton ETN Stock Holding History

Retirement Planning Company of New England’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 		$3.89M Sell
9,136
-203
-2% -$81.9K 1.4% 12
2026
Q1 		$3.34M Buy
9,339
+340
+4% +$121K 1.36% 14
2025
Q4 		$2.87M Sell
8,999
-659
-7% -$234K 1.15% 16
2025
Q3 		$3.61M Sell
9,658
-145
-1% -$52.7K 1.45% 14
2025
Q2 		$3.5M Buy
9,803
+55
+0.6% +$16.9K 1.56% 12
2025
Q1 		$2.65M Buy
9,748
+311
+3% +$96.8K 1.32% 15
2024
Q4 		$3.13M Sell
9,437
-75
-0.8% -$26.3K 1.52% 12
2024
Q3 		$3.15M Sell
9,512
-137
-1% -$41.9K 1.57% 10
2024
Q2 		$3.03M Sell
9,649
-290
-3% -$93.6K 1.65% 11
2024
Q1 		$3.11M Sell
9,939
-7,440
-43% -$2.03M 1.7% 10
2023
Q4 		$4.19M Buy
17,379
+690
+4% +$152K 1.89% 9
2023
Q3 		$3.56M Buy
16,689
+6,737
+68% +$1.45M 1.98% 8
2023
Q2 		$2M Sell
9,952
-243
-2% -$42.7K 1.15% 18
2023
Q1 		$1.75M Sell
10,195
-47
-0.5% -$7.82K 1.06% 19
2022
Q4 		$1.61M Sell
10,242
-10
-0.1% -$1.53K 1.05% 19
2022
Q3 		$1.37M Sell
10,252
-19
-0.2% -$2.66K 0.99% 20
2022
Q2 		$1.29M Sell
10,271
-130
-1% -$18.2K 0.88% 27
2022
Q1 		$1.58M Sell
10,401
-30
-0.3% -$4.7K 0.89% 23
2021
Q4 		$1.8M Buy
+10,431
New +$1.73M 0.88% 20

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Retirement Planning Company of New England's ETN Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Eaton (ETN) stake by 2.2% in Q2 2026, selling an estimated $81.9K and leaving 9,136 shares worth $3.89M. The position accounts for 1.4% of the portfolio, ranked #12.

Retirement Planning Company of New England first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.19M in Q4 2023. 2,082 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Retirement Planning Company of New England held 9,136 shares of Eaton worth $3.89M as of Q2 2026.
  • Retirement Planning Company of New England sold 203 Eaton shares in Q2 2026, an estimated $81.9K.
  • Eaton made up 1.4% of Retirement Planning Company of New England's portfolio in Q2 2026, its #12 holding.
  • Retirement Planning Company of New England first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Eaton position peaked at $4.19M in Q4 2023.
  • 2,082 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.