Zimmer Partners’s Eaton ETN Stock Holding History

Zimmer Partners’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	–	Sell	-136,000	Closed	-$43.3M	–	138
2025 Q4	$43.3M	Sell	136,000 -18,900	-12%	-$6.7M	1.14%	26
2025 Q3	$58M	Sell	154,900 -5,850	-4%	-$2.13M	1.25%	22
2025 Q2	$57.4M	Sell	160,750 -11,650	-7%	-$3.59M	1.25%	24
2025 Q1	$46.9M	Buy	172,400 +97,000	+129%	+$30.2M	0.88%	31
2024 Q4	$25M	Buy	75,400 +10,400	+16%	+$3.65M	0.43%	42
2024 Q3	$21.5M	Sell	65,000 -5,000	-7%	-$1.53M	0.39%	50
2024 Q2	$21.9M	Buy	70,000 +16,740	+31%	+$5.4M	0.4%	46
2024 Q1	$16.7M	Buy	+53,260	New	+$14.6M	0.36%	52

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zimmer Partners's ETN Position: Q1 2026 in Review

Zimmer Partners sold out of Eaton (ETN) in Q1 2026, closing a stake of 136,000 shares — an estimated $43.3M sold.

Zimmer Partners first reported a position in ETN in Q1 2024 and held it in 8 quarters. The position peaked at $58M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Zimmer Partners reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
Zimmer Partners sold 136,000 Eaton shares in Q1 2026, an estimated $43.3M.
Zimmer Partners first reported a position in Eaton in Q1 2024 and held it in 8 quarters.
Zimmer Partners's Eaton position peaked at $58M in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.