ETN — EATON CORP PLC

Ownership history in Sequent Planning LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning LLC 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
0.08% (2024 Q4)
Avg. % of fund
0.07%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 604 -49 -7.5% 0.06% $226K $373.09
2025 Q2 REDUCED 653 -8 -1.2% 0.07% $233K $354.85
2024 Q4 REDUCED 661 -8 -1.2% 0.08% $219K $327.53
2024 Q3 INITIATED 669 — — 0.08% $222K $326.19
% 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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