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Stamos Capital Partners’s Eaton ETN Stock Holding History

Stamos Capital Partners’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
Q1 		$1.91M Sell
5,342
-356
-6% -$127K 0.3% 97
2025
Q4 		$1.81M Buy
5,698
+1,684
+42% +$597K 0.29% 96
2025
Q3 		$1.5M Sell
4,014
-702
-15% -$255K 0.28% 87
2025
Q2 		$1.68M Buy
4,716
+1,772
+60% +$546K 0.3% 99
2025
Q1 		$800K Buy
2,944
+654
+29% +$204K 0.21% 114
2024
Q4 		$760K Buy
2,290
+1,470
+179% +$516K 0.18% 110
2024
Q3 		$272K Sell
820
-1,420
-63% -$434K 0.06% 119
2024
Q2 		$702K Buy
+2,240
New +$723K 0.15% 118

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stamos Capital Partners's ETN Position: Q1 2026 in Review

Stamos Capital Partners reduced its Eaton (ETN) stake by 6.2% in Q1 2026, selling an estimated $127K and leaving 5,342 shares worth $1.91M. The position accounts for 0.3% of the portfolio, ranked #97.

Stamos Capital Partners first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Stamos Capital Partners held 5,342 shares of Eaton worth $1.91M as of Q1 2026.
  • Stamos Capital Partners sold 356 Eaton shares in Q1 2026, an estimated $127K.
  • Eaton made up 0.3% of Stamos Capital Partners's portfolio in Q1 2026, its #97 holding.
  • Stamos Capital Partners first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.