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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
Q2 		$304K Buy
678
+2
+0.3% +$807 0.08% 126
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 $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 $3.38T AUM 44.17% 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

Sweeney & Michel's ETN Position: Q2 2026 in Review

Sweeney & Michel increased its Eaton (ETN) stake by 0.3% in Q2 2026, buying an estimated $807 and bringing the position to 678 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #126.

Sweeney & Michel first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sweeney & Michel held 678 shares of Eaton worth $304K as of Q2 2026.
  • Sweeney & Michel bought 2 Eaton shares in Q2 2026, an estimated $807.
  • Eaton made up 0.08% of Sweeney & Michel's portfolio in Q2 2026, its #126 holding.
  • Sweeney & Michel first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.