World Equity Group
ETN icon

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
Q3 		$205K Sell
476
-3,881
-89% -$1.62M 0.08% 247
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

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
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

World Equity Group's ETN Position: Q3 2026 in Review

World Equity Group reduced its Eaton (ETN) stake by 89% in Q3 2026, selling an estimated $1.62M and leaving 476 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #247.

World Equity Group first reported a position in ETN in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.86M in Q2 2026. 837 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • World Equity Group held 476 shares of Eaton worth $205K as of Q3 2026.
  • World Equity Group sold 3,881 Eaton shares in Q3 2026, an estimated $1.62M.
  • Eaton made up 0.08% of World Equity Group's portfolio in Q3 2026, its #247 holding.
  • World Equity Group first reported a position in Eaton in Q2 2022 and has held it in 18 quarters since.
  • World Equity Group's Eaton position peaked at $1.86M in Q2 2026.
  • 837 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.