SW
ETN icon

SteelPeak Wealth’s Eaton ETN Stock Holding History

SteelPeak Wealth’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 		$2.08M Buy
4,873
+2,734
+128% +$1.1M 0.05% 223
2026
Q1 		$765K Sell
2,139
-1,027
-32% -$365K 0.02% 331
2025
Q4 		$1.01M Buy
3,166
+30
+1% +$10.6K 0.03% 273
2025
Q3 		$1.17M Buy
3,136
+2,504
+396% +$911K 0.04% 270
2025
Q2 		$226K Sell
632
-2,994
-83% -$922K 0.01% 471
2025
Q1 		$986K Sell
3,626
-1,877
-34% -$584K 0.04% 253
2024
Q4 		$1.83M Buy
5,503
+1,789
+48% +$628K 0.07% 180
2024
Q3 		$1.23M Buy
3,714
+2,036
+121% +$622K 0.05% 209
2024
Q2 		$526K Buy
+1,678
New +$542K 0.02% 303
2023
Q1 		– Sell
-2,626
Closed -$412K – 407
2022
Q4 		$412K Buy
+2,626
New +$403K 0.03% 271
2021
Q3 		– Sell
-2,050
Closed -$304K – 442
2021
Q2 		$304K Sell
2,050
-232
-10% -$33.4K 0.02% 335
2021
Q1 		$316K Buy
+2,282
New +$294K 0.02% 296

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SteelPeak Wealth's ETN Position: Q2 2026 in Review

SteelPeak Wealth increased its Eaton (ETN) stake by 128% in Q2 2026, buying an estimated $1.1M and bringing the position to 4,873 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #223.

SteelPeak Wealth first reported a position in ETN in Q1 2021 and has held it in 12 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • SteelPeak Wealth held 4,873 shares of Eaton worth $2.08M as of Q2 2026.
  • SteelPeak Wealth bought 2,734 Eaton shares in Q2 2026, an estimated $1.1M.
  • Eaton made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #223 holding.
  • SteelPeak Wealth first reported a position in Eaton in Q1 2021 and has held it in 12 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.