Simon Quick Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.26M | Buy |
14,685
+38
| +0.3% | +$15.3K | 0.25% | 66 |
|
|
2026
Q1 | $5.24M | Buy |
14,647
+89
| +0.6% | +$31.7K | 0.24% | 68 |
|
|
2025
Q4 | $4.64M | Sell |
14,558
-593
| -4% | -$210K | 0.2% | 77 |
|
|
2025
Q3 | $5.67M | Buy |
15,151
+3,415
| +29% | +$1.24M | 0.26% | 58 |
|
|
2025
Q2 | $4.19M | Buy |
11,736
+8,992
| +328% | +$2.77M | 0.21% | 72 |
|
|
2025
Q1 | $746K | Buy |
2,744
+706
| +35% | +$220K | 0.04% | 214 |
|
|
2024
Q4 | $676K | Buy |
2,038
+212
| +12% | +$74.4K | 0.04% | 202 |
|
|
2024
Q3 | $605K | Buy |
1,826
+66
| +4% | +$20.2K | 0.04% | 211 |
|
|
2024
Q2 | $552K | Buy |
1,760
+413
| +31% | +$133K | 0.04% | 206 |
|
|
2024
Q1 | $421K | Buy |
1,347
+216
| +19% | +$59.1K | 0.03% | 232 |
|
|
2023
Q4 | $272K | Buy |
1,131
+64
| +6% | +$14.1K | 0.02% | 258 |
|
|
2023
Q3 | $228K | Buy |
+1,067
| New | +$230K | 0.02% | 279 |
|
|
2023
Q2 | – | Sell |
-1,488
| Closed | -$255K | – | 289 |
|
|
2023
Q1 | $255K | Buy |
+1,488
| New | +$248K | 0.03% | 229 |
|
|
2022
Q2 | – | Sell |
-589
| Closed | -$89K | – | 252 |
|
|
2022
Q1 | $89K | Buy |
589
+6
| +1% | +$939 | 0.03% | 159 |
|
|
2021
Q4 | $101K | Sell |
583
-7
| -1% | -$1.16K | 0.03% | 159 |
|
|
2021
Q3 | $88K | Buy |
590
+4
| +0.7% | +$639 | 0.02% | 185 |
|
|
2021
Q2 | $86K | Sell |
586
-662
| -53% | -$95.4K | 0.02% | 164 |
|
|
2021
Q1 | $172K | Buy |
1,248
+475
| +61% | +$61.2K | 0.05% | 111 |
|
|
2020
Q4 | $93K | Buy |
773
+300
| +63% | +$33.9K | 0.03% | 147 |
|
|
2020
Q3 | $48K | Buy |
+473
| New | +$46.2K | 0.01% | 197 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$47K | – | 461 |
|
|
2020
Q1 | $47K | Sell |
600
-222
| -27% | -$20.4K | 0.02% | 193 |
|
|
2019
Q4 | $78K | Buy |
822
+102
| +14% | +$9.06K | 0.03% | 171 |
|
|
2019
Q3 | $60K | Buy |
+720
| New | +$58.3K | 0.03% | 160 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$56K | – | 507 |
|
|
2019
Q1 | $56K | Hold |
700
| – | – | 0.02% | 184 |
|
|
2018
Q4 | $48K | Sell |
700
-53
| -7% | -$3.96K | 0.02% | 187 |
|
|
2018
Q3 | $65K | Hold |
753
| – | – | 0.03% | 150 |
|
|
2018
Q2 | $56K | Buy |
+753
| New | +$58.2K | 0.02% | 168 |
|
|
2018
Q1 | – | Sell |
-753
| Closed | -$63K | – | 345 |
|
|
2017
Q4 | $63K | Buy |
753
+253
| +51% | +$19.7K | 0.03% | 198 |
|
|
2017
Q3 | $38K | Buy |
+500
| New | +$37.7K | 0.01% | 302 |
|
Other funds holding ETN
Simon Quick Advisors's ETN Position: Q2 2026 in Review
Simon Quick Advisors increased its Eaton (ETN) stake by 0.26% in Q2 2026, buying an estimated $15.3K and bringing the position to 14,685 shares worth $6.26M. The position accounts for 0.25% of the portfolio, ranked #66.
Simon Quick Advisors first reported a position in ETN in Q3 2017 and has held it in 29 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.
- Simon Quick Advisors held 14,685 shares of Eaton worth $6.26M as of Q2 2026.
- Simon Quick Advisors bought 38 Eaton shares in Q2 2026, an estimated $15.3K.
- Eaton made up 0.25% of Simon Quick Advisors's portfolio in Q2 2026, its #66 holding.
- Simon Quick Advisors first reported a position in Eaton in Q3 2017 and has held it in 29 quarters since.
- 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.