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Xcel Wealth Management’s Eaton ETN Stock Holding History

Xcel Wealth 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
Q2 		$2.23M Buy
5,229
+1,187
+29% +$479K 0.53% 44
2026
Q1 		$1.45M Buy
4,042
+2,288
+130% +$814K 0.4% 58
2025
Q4 		$559K Buy
1,754
+953
+119% +$338K 0.14% 94
2025
Q3 		$300K Buy
801
+130
+19% +$47.3K 0.08% 123
2025
Q2 		$240K Buy
+671
New +$207K 0.07% 126
2025
Q1 		– Sell
-616
Closed -$204K – 131
2024
Q4 		$204K Hold
616
– – 0.06% 125
2024
Q3 		$204K Buy
+616
New +$188K 0.06% 124

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Xcel Wealth Management's ETN Position: Q2 2026 in Review

Xcel Wealth Management increased its Eaton (ETN) stake by 29% in Q2 2026, buying an estimated $479K and bringing the position to 5,229 shares worth $2.23M. The position accounts for 0.53% of the portfolio, ranked #44.

Xcel Wealth Management first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Xcel Wealth Management held 5,229 shares of Eaton worth $2.23M as of Q2 2026.
  • Xcel Wealth Management bought 1,187 Eaton shares in Q2 2026, an estimated $479K.
  • Eaton made up 0.53% of Xcel Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Xcel Wealth Management first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.