WEG
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World Equity Group’s Eaton ETN Stock Holding History

World Equity 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 		$1.86M Sell
4,357
-115
-3% -$46.4K 0.42% 51
2026
Q1 		$1.6M Buy
4,472
+24
+0.5% +$8.54K 0.41% 47
2025
Q4 		$1.42M Buy
4,448
+193
+5% +$68.4K 0.4% 52
2025
Q3 		$1.59M Sell
4,255
-21
-0.5% -$7.64K 0.36% 58
2025
Q2 		$1.53M Buy
4,276
+186
+5% +$57.3K 0.42% 53
2025
Q1 		$1.12M Buy
4,090
+1,395
+52% +$434K 0.32% 75
2024
Q4 		$894K Buy
2,695
+85
+3% +$29.8K 0.19% 115
2024
Q3 		$865K Sell
2,610
-324
-11% -$99K 0.31% 72
2024
Q2 		$920K Buy
2,934
+395
+16% +$128K 0.27% 99
2024
Q1 		$794K Buy
2,539
+10
+0.4% +$2.73K 0.16% 142
2023
Q4 		$609K Buy
2,529
+141
+6% +$31.1K 0.12% 171
2023
Q3 		$531K Buy
2,388
+141
+6% +$30.4K 0.11% 193
2023
Q2 		$452K Buy
2,247
+103
+5% +$18.1K 0.13% 194
2023
Q1 		$535K Sell
2,144
-1,434
-40% -$239K 0.08% 268
2022
Q4 		$562K Sell
3,578
-6
-0.2% -$920 0.13% 164
2022
Q3 		$478K Buy
3,584
+14
+0.4% +$1.96K 0.12% 169
2022
Q2 		$450K Buy
+3,570
New +$499K 0.11% 196

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

World Equity Group's ETN Position: Q2 2026 in Review

World Equity Group reduced its Eaton (ETN) stake by 2.6% in Q2 2026, selling an estimated $46.4K and leaving 4,357 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #51.

World Equity Group first reported a position in ETN in Q2 2022 and has held it in 17 quarters since. 594 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • World Equity Group held 4,357 shares of Eaton worth $1.86M as of Q2 2026.
  • World Equity Group sold 115 Eaton shares in Q2 2026, an estimated $46.4K.
  • Eaton made up 0.42% of World Equity Group's portfolio in Q2 2026, its #51 holding.
  • World Equity Group first reported a position in Eaton in Q2 2022 and has held it in 17 quarters since.
  • 594 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.