WCM
ETN icon

Westend Capital Management’s Eaton ETN Stock Holding History

Westend Capital 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
Q1 		$59.4K Hold
166
– – 0.02% 89
2025
Q4 		$52.9K Hold
166
– – 0.01% 91
2025
Q3 		$62.1K Hold
166
– – 0.02% 72
2025
Q2 		$59.3K Hold
166
– – 0.02% 77
2025
Q1 		$45.1K Buy
+166
New +$51.7K 0.02% 79
2024
Q2 		– Sell
-27
Closed -$8.44K – 265
2024
Q1 		$8.44K Buy
+27
New +$7.38K ﹤0.01% 133

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westend Capital Management's ETN Position: Q1 2026 in Review

Westend Capital Management held its Eaton (ETN) position steady in Q1 2026 at 166 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #89.

Westend Capital Management first reported a position in ETN in Q1 2024 and has held it in 6 quarters since. The position peaked at $62.1K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Westend Capital Management held 166 shares of Eaton worth $59.4K as of Q1 2026.
  • Westend Capital Management left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.02% of Westend Capital Management's portfolio in Q1 2026, its #89 holding.
  • Westend Capital Management first reported a position in Eaton in Q1 2024 and has held it in 6 quarters since.
  • Westend Capital Management's Eaton position peaked at $62.1K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.