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St. Clair Advisors’s Eaton ETN Stock Holding History

St. Clair 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 		$6.19M Hold
14,519
– – 1.59% 12
2026
Q1 		$5.19M Buy
14,519
+550
+4% +$196K 1.38% 14
2025
Q4 		$4.45M Buy
13,969
+25
+0.2% +$8.86K 1.15% 15
2025
Q3 		$5.22M Buy
13,944
+120
+0.9% +$43.6K 1.39% 11
2025
Q2 		$4.94M Buy
13,824
+30
+0.2% +$9.24K 1.29% 11
2025
Q1 		$3.75M Buy
13,794
+10
+0.1% +$3.11K 1.05% 15
2024
Q4 		$4.57M Buy
13,784
+110
+0.8% +$38.6K 1.31% 11
2024
Q3 		$4.53M Hold
13,674
– – 1.29% 10
2024
Q2 		$4.29M Hold
13,674
– – 1.37% 9
2024
Q1 		$4.28M Hold
13,674
– – 1.39% 9
2023
Q4 		$3.29M Hold
13,674
– – 1.14% 13
2023
Q3 		$2.92M Hold
13,674
– – 1.15% 14
2023
Q2 		$2.75M Buy
13,674
+693
+5% +$122K 1.07% 18
2023
Q1 		$2.22M Buy
12,981
+7,819
+151% +$1.3M 0.97% 18
2022
Q4 		$810K Buy
+5,162
New +$791K 0.51% 29

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
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

St. Clair Advisors's ETN Position: Q2 2026 in Review

St. Clair Advisors held its Eaton (ETN) position steady in Q2 2026 at 14,519 shares worth $6.19M. The position accounts for 1.59% of the portfolio, ranked #12.

St. Clair Advisors first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 689 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • St. Clair Advisors held 14,519 shares of Eaton worth $6.19M as of Q2 2026.
  • St. Clair Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 1.59% of St. Clair Advisors's portfolio in Q2 2026, its #12 holding.
  • St. Clair Advisors first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • 689 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.