ETN — Eaton

Ownership history in MCDANIEL TERRY & CO  ·  4 quarters on record

This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Eaton (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
1.5% (2025 Q3)
Avg. % of fund
1.31%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 49,614 -114 -0.2% 1.38% $15.8M $317.52
2025 Q3 ADDED 49,728 +1,140 +2.3% 1.50% $18.6M $373.09
2025 Q2 ADDED 48,588 +9,452 +24.2% 1.42% $17.3M $354.85
2025 Q1 INITIATED 39,136 — — 0.93% $10.6M $269.26
% 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% 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%
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