Windsor Advisory Group’s Eaton ETN Stock Holding History

Windsor Advisory 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
2025 Q4	–	Sell	-806	Closed	-$302K	–	85
2025 Q3	$302K	Buy	+806	New	+$293K	0.27%	50

Other funds holding ETN

JSC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Windsor Advisory Group's ETN Position: Q4 2025 in Review

Windsor Advisory Group sold out of Eaton (ETN) in Q4 2025, closing a stake of 806 shares — an estimated $302K sold.

Windsor Advisory Group first reported a position in ETN in Q3 2025 and held it in 1 quarter. The position peaked at $302K in Q3 2025. 2,458 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

Windsor Advisory Group reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
Windsor Advisory Group sold 806 Eaton shares in Q4 2025, an estimated $302K.
Windsor Advisory Group first reported a position in Eaton in Q3 2025 and held it in 1 quarter.
Windsor Advisory Group's Eaton position peaked at $302K in Q3 2025.
2,458 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.