ETN — Eaton Corp PLC Common

Ownership history in J. Stern & Co. LLP  ·  9 quarters on record

This page tracks every 13F SEC filing in which J. Stern & Co. LLP reported a position in Eaton Corp PLC Common (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
8.98% (2024 Q1)
Avg. % of fund
6.91%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,031,051 +58,797,600 +25186.3% 5.03% $59.0M $317.52
2025 Q3 ADDED 233,451 +2,287 +1.0% 6.61% $87.4M $373.09
2025 Q2 ADDED 231,164 +6,866 +3.1% 6.57% $76.9M $354.85
2025 Q1 ADDED 224,298 +19,785 +9.7% 5.84% $61.0M $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% Berry Wealth Group, LP 7.18% Eliot Finkel Investment Counsel, LLC 3Y 7Y 7.16% SPRING CAPITAL MANAGEMENT, LLC 3Y 5.31% 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%
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