TAI
ETN icon

Terra Alpha Investments’s Eaton ETN Stock Holding History

Terra Alpha Investments’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 		$4.25M Sell
13,353
-274
-2% -$97.1K 4.35% 9
2025
Q3 		$5.1M Sell
13,627
-570
-4% -$207K 5.2% 7
2025
Q2 		$5.07M Sell
14,197
-115
-0.8% -$35.4K 5.27% 6
2025
Q1 		$3.89M Sell
14,312
-1,194
-8% -$372K 4.23% 11
2024
Q4 		$5.15M Buy
+15,506
New +$5.44M 5.21% 5

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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

Terra Alpha Investments's ETN Position: Q4 2025 in Review

Terra Alpha Investments reduced its Eaton (ETN) stake by 2% in Q4 2025, selling an estimated $97.1K and leaving 13,353 shares worth $4.25M. The position accounts for 4.35% of the portfolio, ranked #9.

Terra Alpha Investments first reported a position in ETN in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.15M in Q4 2024. 2,458 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Terra Alpha Investments held 13,353 shares of Eaton worth $4.25M as of Q4 2025.
  • Terra Alpha Investments sold 274 Eaton shares in Q4 2025, an estimated $97.1K.
  • Eaton made up 4.35% of Terra Alpha Investments's portfolio in Q4 2025, its #9 holding.
  • Terra Alpha Investments first reported a position in Eaton in Q4 2024 and has held it in 5 quarters since.
  • Terra Alpha Investments's Eaton position peaked at $5.15M in Q4 2024.
  • 2,458 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.