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Stokes Family Office’s Eaton ETN Stock Holding History

Stokes Family Office’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 		$3.56M Sell
9,953
-199
-2% -$70.8K 0.37% 70
2025
Q4 		$3.23M Buy
10,152
+2,119
+26% +$751K 0.3% 76
2025
Q3 		$3.01M Sell
8,033
-65
-0.8% -$23.6K 0.29% 78
2025
Q2 		$2.89M Buy
8,098
+8
+0.1% +$2.46K 0.3% 72
2025
Q1 		$2.2M Sell
8,090
-1,790
-18% -$557K 0.25% 81
2024
Q4 		$3.28M Sell
9,880
-208
-2% -$73K 0.35% 66
2024
Q3 		$3.34M Hold
10,088
– – 0.37% 60
2024
Q2 		$3.16M Buy
10,088
+306
+3% +$98.8K 0.37% 62
2024
Q1 		$3.06M Buy
9,782
+2,074
+27% +$567K 0.38% 63
2023
Q4 		$1.86M Sell
7,708
-2,780
-27% -$614K 0.25% 83
2023
Q3 		$2.24M Buy
10,488
+2,146
+26% +$463K 0.26% 80
2023
Q2 		$1.68M Buy
8,342
+60
+0.7% +$10.6K 0.19% 90
2023
Q1 		$1.42M Sell
8,282
-48
-0.6% -$7.99K 0.18% 99
2022
Q4 		$1.31M Sell
8,330
-34
-0.4% -$5.21K 0.17% 95
2022
Q3 		$1.11M Sell
8,364
-22
-0.3% -$3.08K 0.16% 101
2022
Q2 		$1.06M Sell
8,386
-446
-5% -$62.4K 0.14% 107
2022
Q1 		$1.34M Sell
8,832
-311
-3% -$48.7K 0.18% 86
2021
Q4 		$1.58M Sell
9,143
-290
-3% -$48.1K 0.2% 79
2021
Q3 		$1.41M Sell
9,433
-212
-2% -$33.9K 0.2% 83
2021
Q2 		$1.43M Sell
9,645
-646
-6% -$93.1K 0.2% 81
2021
Q1 		$1.42M Sell
10,291
-7,001
-40% -$903K 0.22% 79
2020
Q4 		$2.08M Sell
17,292
-431
-2% -$48.7K 0.41% 54
2020
Q3 		$1.81M Buy
17,723
+1,870
+12% +$183K 0.41% 54
2020
Q2 		$1.39M Sell
15,853
-4,981
-24% -$410K 0.35% 62
2020
Q1 		$1.62M Buy
20,834
+248
+1% +$22.7K 0.43% 52
2019
Q4 		$1.98M Buy
+20,586
New +$1.83M 0.44% 50

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

Stokes Family Office's ETN Position: Q1 2026 in Review

Stokes Family Office reduced its Eaton (ETN) stake by 2% in Q1 2026, selling an estimated $70.8K and leaving 9,953 shares worth $3.56M. The position accounts for 0.37% of the portfolio, ranked #70.

Stokes Family Office first reported a position in ETN in Q4 2019 and has held it in 26 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Stokes Family Office held 9,953 shares of Eaton worth $3.56M as of Q1 2026.
  • Stokes Family Office sold 199 Eaton shares in Q1 2026, an estimated $70.8K.
  • Eaton made up 0.37% of Stokes Family Office's portfolio in Q1 2026, its #70 holding.
  • Stokes Family Office first reported a position in Eaton in Q4 2019 and has held it in 26 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.