WG
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Welch Group’s Eaton ETN Stock Holding History

Welch Group’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 		$1.33M Buy
3,116
+297
+11% +$120K 0.05% 107
2026
Q1 		$1.01M Buy
2,819
+160
+6% +$56.9K 0.04% 119
2025
Q4 		$847K Buy
2,659
+43
+2% +$15.2K 0.03% 134
2025
Q3 		$979K Buy
2,616
+9
+0.3% +$3.27K 0.04% 113
2025
Q2 		$931K Hold
2,607
– – 0.04% 105
2025
Q1 		$715K Sell
2,607
-50
-2% -$15.6K 0.03% 116
2024
Q4 		$883K Sell
2,657
-148
-5% -$51.9K 0.04% 107
2024
Q3 		$930K Hold
2,805
– – 0.04% 105
2024
Q2 		$880K Sell
2,805
-14
-0.5% -$4.52K 0.04% 104
2024
Q1 		$881K Buy
2,819
+14
+0.5% +$3.83K 0.04% 92
2023
Q4 		$676K Buy
2,805
+244
+10% +$53.9K 0.04% 101
2023
Q3 		$546K Hold
2,561
– – 0.03% 102
2023
Q2 		$515K Buy
+2,561
New +$450K 0.03% 107
2023
Q1 		– Sell
-1,681
Closed -$264K – 219
2022
Q4 		$264K Sell
1,681
-375
-18% -$57.5K 0.02% 179
2022
Q3 		$274K Hold
2,056
– – 0.02% 140
2022
Q2 		$259K Hold
2,056
– – 0.02% 158
2022
Q1 		$312K Buy
+2,056
New +$322K 0.02% 160
2017
Q3 		– Sell
-3,380
Closed -$263K – 134
2017
Q2 		$263K Buy
+3,380
New +$258K 0.04% 105

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Welch Group's ETN Position: Q2 2026 in Review

Welch Group increased its Eaton (ETN) stake by 11% in Q2 2026, buying an estimated $120K and bringing the position to 3,116 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #107.

Welch Group first reported a position in ETN in Q2 2017 and has held it in 18 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Welch Group held 3,116 shares of Eaton worth $1.33M as of Q2 2026.
  • Welch Group bought 297 Eaton shares in Q2 2026, an estimated $120K.
  • Eaton made up 0.05% of Welch Group's portfolio in Q2 2026, its #107 holding.
  • Welch Group first reported a position in Eaton in Q2 2017 and has held it in 18 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.