SGC
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Slocum, Gordon & Co’s Eaton ETN Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-150
Closed -$53.5K – 80
2025
Q2 		$53.5K Hold
150
– – 0.04% 83
2025
Q1 		$40.8K Hold
150
– – 0.03% 90
2024
Q4 		$49.8K Buy
+150
New +$52.6K 0.04% 82
2024
Q3 		– Sell
-150
Closed -$47K – 140
2024
Q2 		$47K Sell
150
-1,065
-88% -$344K 0.04% 88
2024
Q1 		$380K Hold
1,215
– – 0.28% 40
2023
Q4 		$293K Hold
1,215
– – 0.26% 42
2023
Q3 		$259K Sell
1,215
-50
-4% -$10.8K 0.23% 44
2023
Q2 		$254K Hold
1,265
– – 0.18% 43
2023
Q1 		$217K Buy
+1,265
New +$211K 0.18% 47

Other funds holding ETN

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Slocum, Gordon & Co's ETN Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Eaton (ETN) in Q3 2025, closing a stake of 150 shares — an estimated $53.5K sold.

Slocum, Gordon & Co first reported a position in ETN in Q1 2023 and held it in 9 quarters. The position peaked at $380K in Q1 2024. 2,388 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 150 Eaton shares in Q3 2025, an estimated $53.5K.
  • Slocum, Gordon & Co first reported a position in Eaton in Q1 2023 and held it in 9 quarters.
  • Slocum, Gordon & Co's Eaton position peaked at $380K in Q1 2024.
  • 2,388 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.