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Tortoise Investment Management’s Eaton ETN Stock Holding History

Tortoise 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 		$274K Buy
+643
New +$259K 0.02% 217
2025
Q4 		– Sell
-459
Closed -$172K – 624
2025
Q3 		$172K Buy
459
+7
+2% +$2.55K 0.02% 247
2025
Q2 		$161K Buy
452
+14
+3% +$4.31K 0.02% 244
2025
Q1 		$119K Buy
438
+71
+19% +$22.1K 0.01% 262
2024
Q4 		$122K Buy
367
+83
+29% +$29.1K 0.01% 281
2024
Q3 		$94.1K Hold
284
– – 0.01% 325
2024
Q2 		$89K Hold
284
– – 0.01% 319
2024
Q1 		$88.8K Sell
284
-50
-15% -$13.7K 0.01% 308
2023
Q4 		$80.4K Buy
334
+264
+377% +$58.3K 0.01% 304
2023
Q3 		$14.9K Hold
70
– – ﹤0.01% 498
2023
Q2 		$14.1K Hold
70
– – ﹤0.01% 513
2023
Q1 		$12K Hold
70
– – ﹤0.01% 523
2022
Q4 		$11K Hold
70
– – ﹤0.01% 528
2022
Q3 		$9K Sell
70
-42
-38% -$5.88K ﹤0.01% 539
2022
Q2 		$14K Hold
112
– – ﹤0.01% 475
2022
Q1 		$17K Hold
112
– – ﹤0.01% 442
2021
Q4 		$19K Hold
112
– – ﹤0.01% 409
2021
Q3 		$17K Buy
112
+42
+60% +$6.71K ﹤0.01% 403
2021
Q2 		$10K Hold
70
– – ﹤0.01% 465
2021
Q1 		$10K Hold
70
– – ﹤0.01% 443
2020
Q4 		$8K Buy
70
+50
+250% +$5.65K ﹤0.01% 439
2020
Q3 		$2K Hold
20
– – ﹤0.01% 485
2020
Q2 		$2K Sell
20
-68
-77% -$5.6K ﹤0.01% 462
2020
Q1 		$7K Hold
88
– – ﹤0.01% 407
2019
Q4 		$8K Buy
88
+20
+29% +$1.78K ﹤0.01% 439
2019
Q3 		$6K Hold
68
– – ﹤0.01% 462
2019
Q2 		$6K Hold
68
– – ﹤0.01% 482
2019
Q1 		$5K Buy
+68
New +$5.18K ﹤0.01% 481
2015
Q1 		– Sell
-800
Closed -$54K – 442
2014
Q4 		$54K Buy
+800
New +$52.7K 0.02% 206

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 $3.37T 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

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

Tortoise Investment Management opened a new position in Eaton (ETN) in Q2 2026: 643 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in ETN as recently as Q3 2025.

Tortoise Investment Management first reported a position in ETN in Q4 2014 and has held it in 29 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Tortoise Investment Management held 643 shares of Eaton worth $274K as of Q2 2026.
  • Eaton was a new Tortoise Investment Management position in Q2 2026.
  • Eaton made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #217 holding.
  • Tortoise Investment Management first reported a position in Eaton in Q4 2014 and has held it in 29 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.