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SWP Investment Management’s Eaton ETN Stock Holding History

SWP Investment Management’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
Q4 		– Sell
-5,280
Closed -$1.98M – 50
2025
Q3 		$1.98M Buy
5,280
+469
+10% +$171K 1.94% 26
2025
Q2 		$1.72M Buy
4,811
+1,930
+67% +$594K 2.03% 26
2025
Q1 		$783K Buy
+2,881
New +$897K 0.98% 48

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWP Investment Management's ETN Position: Q4 2025 in Review

SWP Investment Management sold out of Eaton (ETN) in Q4 2025, closing a stake of 5,280 shares — an estimated $1.98M sold.

SWP Investment Management first reported a position in ETN in Q1 2025 and held it in 3 quarters. The position peaked at $1.98M in Q3 2025. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • SWP Investment Management reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • SWP Investment Management sold 5,280 Eaton shares in Q4 2025, an estimated $1.98M.
  • SWP Investment Management first reported a position in Eaton in Q1 2025 and held it in 3 quarters.
  • SWP Investment Management's Eaton position peaked at $1.98M in Q3 2025.
  • 2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on SWP Investment Management's 13F filing for Q4 2025, filed 1 Jul 2026.