ETN — EATON CORP PLC

Ownership history in Meredith Wealth Planning  ·  2 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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
0.07% (2025 Q2)
Avg. % of fund
0.07%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 561 — 0% 0.07% $210K $373.09
2025 Q2 INITIATED 561 — — 0.07% $200K $354.85
% 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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