Midwest Professional Planners, LTD. ETN EATON CORPORATION PLC SHS ISIN#IE00B8KQN827

Ownership history in Midwest Professional Planners, LTD.  ·  33 quarters on record

AI Ownership Summary

Midwest Professional Planners, LTD. reported EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 (ETN) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2024 Q1. The latest visible filing shows ETN at 1.32% 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 Midwest Professional Planners, LTD.'s position in EATON CORPORATION PLC SHS ISIN#IE00B8KQN827, 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 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 Midwest Professional Planners, LTD. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 17,432 +314 +1.8% 1.32% $5.6M 2026-02-14 (Est.) $388.04
2025 Q3 REDUCED 17,118 -36 -0.2% 1.56% $6.4M 2025-11-04 $375.51
2025 Q2 ADDED 17,154 +511 +3.1% 1.61% $6.1M 2025-08-11 $358.00
2025 Q1 REDUCED 16,643 -217 -1.3% 1.41% $4.5M 2025-05-02 $296.06
2024 Q4 ADDED 16,860 +396 +2.4% 1.67% $5.6M 2025-02-10 $314.83
2024 Q3 ADDED 16,464 +733 +4.7% 1.67% $5.5M 2024-11-14 $356.15
2024 Q2 REDUCED 15,731 -9 -0.1% 1.65% $4.9M 2024-08-06 $272.50
2024 Q1 REDUCED 15,740 -749 -4.5% 1.73% $4.9M 2024-05-09 $325.98
2023 Q4 ADDED 16,489 +516 +3.2% 1.58% $4.0M 2024-02-15 $268.12
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Midwest Professional Planners, LTD. and ETN

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

How long has Midwest Professional Planners, LTD. reported owning ETN?

Midwest Professional Planners, LTD. reported ETN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ETN position in Midwest Professional Planners, LTD.'s portfolio?

The largest reported portfolio weight for ETN was 1.73% in 2024 Q1.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2025 Q4, when Midwest Professional Planners, LTD. reported 17,432 shares, equal to 1.32% of portfolio, with an estimated market value of $5.6M.

What does the chart on this ETN ownership page compare?

The chart compares Midwest Professional Planners, LTD.'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 Midwest Professional Planners, LTD. time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, Midwest Professional Planners, LTD. correctly timed 21 out of 32 reported position changes (66%). The annualised alpha on ETN relative to SPY over the holding period was +11.0%.

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