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Stonegate Investment Group’s Eaton ETN Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$15.8M Buy
42,343
+17,445
+70% +$6.34M 0.37% 44
2025
Q2 		$8.89M Buy
24,898
+19,572
+367% +$6.03M 0.22% 56
2025
Q1 		$1.45M Buy
5,326
+221
+4% +$68.8K 0.04% 133
2024
Q4 		$1.69M Sell
5,105
-4
-0.1% -$1.4K 0.05% 122
2024
Q3 		$1.69M Buy
5,109
+28
+0.6% +$8.55K 0.04% 134
2024
Q2 		$1.59M Buy
5,081
+572
+13% +$185K 0.05% 130
2024
Q1 		$1.41M Sell
4,509
-394
-8% -$108K 0.04% 137
2023
Q4 		$1.18M Buy
4,903
+348
+8% +$76.8K 0.04% 147
2023
Q3 		$971K Sell
4,555
-101
-2% -$21.8K 0.04% 152
2023
Q2 		$936K Sell
4,656
-212
-4% -$37.3K 0.03% 165
2023
Q1 		$834K Buy
4,868
+167
+4% +$27.8K 0.03% 170
2022
Q4 		$738K Sell
4,701
-215
-4% -$33K 0.03% 170
2022
Q3 		$656K Buy
4,916
+206
+4% +$28.8K 0.03% 161
2022
Q2 		$593K Buy
4,710
+1,130
+32% +$158K 0.03% 173
2022
Q1 		$543K Sell
3,580
-487
-12% -$76.2K 0.02% 170
2021
Q4 		$703K Buy
+4,067
New +$674K 0.03% 150

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stonegate Investment Group's ETN Position: Q3 2025 in Review

Stonegate Investment Group increased its Eaton (ETN) stake by 70% in Q3 2025, buying an estimated $6.34M and bringing the position to 42,343 shares worth $15.8M. The position accounts for 0.37% of the portfolio, ranked #44.

Stonegate Investment Group first reported a position in ETN in Q4 2021 and has held it in 16 quarters since. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Stonegate Investment Group held 42,343 shares of Eaton worth $15.8M as of Q3 2025.
  • Stonegate Investment Group bought 17,445 Eaton shares in Q3 2025, an estimated $6.34M.
  • Eaton made up 0.37% of Stonegate Investment Group's portfolio in Q3 2025, its #44 holding.
  • Stonegate Investment Group first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.