Keebeck Wealth Management ETN Eaton Corp PLC SHS

Ownership history in Keebeck Wealth Management  ·  13 quarters on record

AI Ownership Summary

Keebeck Wealth Management reported Eaton Corp PLC SHS (ETN) in 13 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.67% in 2025 Q3. The latest visible filing shows ETN at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keebeck Wealth Management's position in Eaton Corp PLC SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ETN was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keebeck Wealth Management held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,769 -467 -3.1% 0.54% $4.7M 2026-02-14 (Est.) $388.04
2025 Q3 ADDED 15,236 +8,055 +112.2% 0.67% $5.7M 2025-11-14 $351.29
2025 Q2 REDUCED 7,181 -272 -3.6% 0.34% $2.6M 2025-08-14 $353.02
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Keebeck Wealth Management and ETN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keebeck Wealth Management reported owning ETN?

Keebeck Wealth Management reported ETN across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ETN position in Keebeck Wealth Management's portfolio?

The largest reported portfolio weight for ETN was 0.67% in 2025 Q3.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2025 Q4, when Keebeck Wealth Management reported 14,769 shares, equal to 0.54% of portfolio, with an estimated market value of $4.7M.

What does the chart on this ETN ownership page compare?

The chart compares Keebeck Wealth Management's quarterly ETN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Keebeck Wealth Management time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, Keebeck Wealth Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ETN relative to SPY over the holding period was +6.7%.

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