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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
Q2 		$1.97M Sell
4,613
-729
-14% -$294K 0.3% 99
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stamos Capital Partners's ETN Position: Q2 2026 in Review

Stamos Capital Partners reduced its Eaton (ETN) stake by 14% in Q2 2026, selling an estimated $294K and leaving 4,613 shares worth $1.97M. The position accounts for 0.3% of the portfolio, ranked #99.

Stamos Capital Partners first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Stamos Capital Partners held 4,613 shares of Eaton worth $1.97M as of Q2 2026.
  • Stamos Capital Partners sold 729 Eaton shares in Q2 2026, an estimated $294K.
  • Eaton made up 0.3% of Stamos Capital Partners's portfolio in Q2 2026, its #99 holding.
  • Stamos Capital Partners first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.