Welch Group
ETN icon

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
Q3 		$1.2M Sell
2,796
-320
-10% -$134K 0.04% 116
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Welch Group's ETN Position: Q3 2026 in Review

Welch Group reduced its Eaton (ETN) stake by 10% in Q3 2026, selling an estimated $134K and leaving 2,796 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #116.

Welch Group first reported a position in ETN in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.33M in Q2 2026. 1,125 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Welch Group held 2,796 shares of Eaton worth $1.2M as of Q3 2026.
  • Welch Group sold 320 Eaton shares in Q3 2026, an estimated $134K.
  • Eaton made up 0.04% of Welch Group's portfolio in Q3 2026, its #116 holding.
  • Welch Group first reported a position in Eaton in Q2 2017 and has held it in 19 quarters since.
  • Welch Group's Eaton position peaked at $1.33M in Q2 2026.
  • 1,125 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.