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Synergy Investment Management’s Eaton ETN Stock Holding History

Synergy 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
2026
Q2 		$31K Buy
83
+64
+337% +$25.8K 0.01% 452
2026
Q1 		$6.8K Buy
+19
New +$6.76K ﹤0.01% 540

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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 $3.37T AUM 44.26% 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

Synergy Investment Management's ETN Position: Q2 2026 in Review

Synergy Investment Management increased its Eaton (ETN) stake by 337% in Q2 2026, buying an estimated $25.8K and bringing the position to 83 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #452.

Synergy Investment Management first reported a position in ETN in Q1 2026 and has held it in 2 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Synergy Investment Management held 83 shares of Eaton worth $31K as of Q2 2026.
  • Synergy Investment Management bought 64 Eaton shares in Q2 2026, an estimated $25.8K.
  • Eaton made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #452 holding.
  • Synergy Investment Management first reported a position in Eaton in Q1 2026 and has held it in 2 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.