ZI
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ZEGA Investments’s Eaton ETN Stock Holding History

ZEGA Investments’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 		$975K Buy
2,726
+56
+2% +$19.9K 0.11% 111
2025
Q4 		$850K Sell
2,670
-52
-2% -$18.4K 0.1% 103
2025
Q3 		$1.02M Buy
+2,722
New +$990K 0.14% 86

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

ZEGA Investments's ETN Position: Q1 2026 in Review

ZEGA Investments increased its Eaton (ETN) stake by 2.1% in Q1 2026, buying an estimated $19.9K and bringing the position to 2,726 shares worth $975K. The position accounts for 0.11% of the portfolio, ranked #111.

ZEGA Investments first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • ZEGA Investments held 2,726 shares of Eaton worth $975K as of Q1 2026.
  • ZEGA Investments bought 56 Eaton shares in Q1 2026, an estimated $19.9K.
  • Eaton made up 0.11% of ZEGA Investments's portfolio in Q1 2026, its #111 holding.
  • ZEGA Investments first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • ZEGA Investments's Eaton position peaked at $1.02M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.