ZIM
ETN icon

Zacks Investment Management’s Eaton ETN Stock Holding History

Zacks Investment 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 		$1.03M Sell
2,886
-130
-4% -$46.3K 0.01% 407
2025
Q4 		$961K Buy
3,016
+21
+0.7% +$7.44K 0.01% 422
2025
Q3 		$1.12M Sell
2,995
-3,736
-56% -$1.36M 0.01% 403
2025
Q2 		$2.4M Buy
6,731
+93
+1% +$28.6K 0.02% 303
2025
Q1 		$1.8M Sell
6,638
-7
-0.1% -$2.18K 0.02% 337
2024
Q4 		$2.21M Buy
6,645
+129
+2% +$45.3K 0.02% 319
2024
Q3 		$2.16M Buy
6,516
+2,982
+84% +$911K 0.02% 329
2024
Q2 		$1.11M Buy
3,534
+230
+7% +$74.3K 0.01% 357
2024
Q1 		$1.03M Buy
3,304
+462
+16% +$126K 0.01% 399
2023
Q4 		$684K Buy
+2,842
New +$627K 0.01% 424
2023
Q2 		– Sell
-2,938
Closed -$503K – 665
2023
Q1 		$503K Buy
2,938
+204
+7% +$34K 0.01% 451
2022
Q4 		$429K Sell
2,734
-455
-14% -$69.8K 0.01% 457
2022
Q3 		$425K Buy
+3,189
New +$446K 0.01% 443
2022
Q2 		– Sell
-3,243
Closed -$492K – 588
2022
Q1 		$492K Buy
3,243
+27
+0.8% +$4.23K 0.01% 444
2021
Q4 		$556K Buy
3,216
+212
+7% +$35.1K 0.01% 444
2021
Q3 		$449K Sell
3,004
-19
-0.6% -$3.04K 0.01% 467
2021
Q2 		$448K Buy
3,023
+103
+4% +$14.8K 0.01% 468
2021
Q1 		$404K Sell
2,920
-11
-0.4% -$1.42K 0.01% 436
2020
Q4 		$352K Buy
2,931
+11
+0.4% +$1.24K 0.01% 451
2020
Q3 		$298K Hold
2,920
– – 0.01% 457
2020
Q2 		$255K Buy
+2,920
New +$240K 0.01% 459
2020
Q1 		– Sell
-2,229
Closed -$211K – 528
2019
Q4 		$211K Buy
+2,229
New +$198K ﹤0.01% 514
2018
Q3 		– Sell
-621,010
Closed -$46.4M – 547
2018
Q2 		$46.4M Buy
621,010
+5,443
+0.9% +$421K 1.01% 25
2018
Q1 		$49.2M Buy
615,567
+3,688
+0.6% +$303K 1.09% 23
2017
Q4 		$48.3M Buy
611,879
+5,023
+0.8% +$390K 1.05% 26
2017
Q3 		$46.6M Buy
606,856
+1,339
+0.2% +$101K 1.09% 27
2017
Q2 		$47.1M Buy
605,517
+13,642
+2% +$1.04M 1.17% 24
2017
Q1 		$43.9M Buy
591,875
+71,634
+14% +$5.09M 1.12% 26
2016
Q4 		$34.9M Sell
520,241
-13,807
-3% -$906K 1% 27
2016
Q3 		$35.1M Buy
534,048
+44,704
+9% +$2.89M 0.99% 28
2016
Q2 		$29.2M Buy
489,344
+18,326
+4% +$1.13M 0.89% 28
2016
Q1 		$29.5M Buy
471,018
+62,658
+15% +$3.46M 0.93% 28
2015
Q4 		$21.3M Buy
408,360
+197,363
+94% +$10.7M 0.69% 42
2015
Q3 		$10.8M Sell
210,997
-5,884
-3% -$347K 0.38% 84
2015
Q2 		$14.6M Sell
216,881
-3,183
-1% -$225K 0.46% 78
2015
Q1 		$15M Buy
220,064
+14,752
+7% +$1M 0.47% 73
2014
Q4 		$14M Buy
205,312
+10,258
+5% +$676K 0.45% 77
2014
Q3 		$12.3M Buy
195,054
+142,848
+274% +$10.1M 0.43% 80
2014
Q2 		$4.04M Sell
52,206
-119,439
-70% -$8.86M 0.14% 146
2014
Q1 		$12.9M Buy
171,645
+13,177
+8% +$971K 0.48% 72
2013
Q4 		$12.1M Buy
158,468
+11,270
+8% +$802K 0.48% 78
2013
Q3 		$10.1M Buy
147,198
+9,439
+7% +$634K 0.44% 89
2013
Q2 		$9.07M Buy
+137,759
New +$8.69M 0.42% 94

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

Zacks Investment Management's ETN Position: Q1 2026 in Review

Zacks Investment Management reduced its Eaton (ETN) stake by 4.3% in Q1 2026, selling an estimated $46.3K and leaving 2,886 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #407.

Zacks Investment Management first reported a position in ETN in Q2 2013 and has held it in 43 quarters since. The position peaked at $49.2M in Q1 2018. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Zacks Investment Management held 2,886 shares of Eaton worth $1.03M as of Q1 2026.
  • Zacks Investment Management sold 130 Eaton shares in Q1 2026, an estimated $46.3K.
  • Eaton made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #407 holding.
  • Zacks Investment Management first reported a position in Eaton in Q2 2013 and has held it in 43 quarters since.
  • Zacks Investment Management's Eaton position peaked at $49.2M in Q1 2018.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.