ETN — EATON CORP PLC

Ownership history in Berry Wealth Group, LP  ·  9 quarters on record

This page tracks every 13F SEC filing in which Berry Wealth Group, LP reported a position in EATON CORP PLC (ETN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.3% (2025 Q3)
Avg. % of fund
6.03%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,417 -375 -5.5% 7.18% $2.0M $317.52
2025 Q3 REDUCED 6,792 -12,570 -64.9% 8.30% $2.5M $373.09
2025 Q2 ADDED 19,362 +140 +0.7% 4.84% $6.9M $354.85
2025 Q1 REDUCED 19,222 -3,481 -15.3% 4.09% $5.2M $269.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ETN price (monthly, adj. close)

Other funds also holding ETN

As of 2025 Q4 — sorted by position size

ClearAlpha Technologies LP 7.96% Eliot Finkel Investment Counsel, LLC 3Y 7Y 7.16% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.31% J. Stern & Co. LLP 5.03% Arosa Capital Management LP 3Y 7Y 5.01% Two Point Capital Management, Inc. 3Y 4.84% Terra Alpha Investments LLC 4.35% J. L. Bainbridge & Co., Inc. 3Y 7Y 4.11% Westhampton Capital, LLC 3Y 3.91% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 3.81%
← Back to Berry Wealth Group, LP Holdings