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Sweeney & Michel’s Eaton ETN Stock Holding History

Sweeney & Michel’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 		$273K Buy
676
+2
+0.3% +$712 0.08% 128
2025
Q4 		$267K Buy
674
+2
+0.3% +$709 0.08% 127
2025
Q3 		$248K Buy
672
+2
+0.3% +$727 0.08% 116
2025
Q2 		$242K Buy
+670
New +$206K 0.09% 116

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

Sweeney & Michel's ETN Position: Q1 2026 in Review

Sweeney & Michel increased its Eaton (ETN) stake by 0.3% in Q1 2026, buying an estimated $712 and bringing the position to 676 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #128.

Sweeney & Michel first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Sweeney & Michel held 676 shares of Eaton worth $273K as of Q1 2026.
  • Sweeney & Michel bought 2 Eaton shares in Q1 2026, an estimated $712.
  • Eaton made up 0.08% of Sweeney & Michel's portfolio in Q1 2026, its #128 holding.
  • Sweeney & Michel first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.