Summit Financial Strategies, Inc.

Position in ETN — Eaton Corp plc

CIK 1625246 Columbus, OH

Position in ETN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$621,709

+$99,511 QoQ

Shares Held

1,459

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,666

of 2,629 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial Strategies, Inc. holds $1,168,018 across 2 Specialty Industrial Machinery names. ETN ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ETN	Eaton Corp plc This page	1,459	$621,709
2	GEV	GE Vernova Inc.	465	$546,309

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$621,709	1,459	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$522,198	1,460	-2.0%	Shares	Sole	2026-05-01
2025-12-31	$474,579	1,490	-32.1%	Shares	Sole	2026-01-27
2025-09-30	$820,730	2,193	-0.8%	Shares	Sole	2025-10-22
2025-06-30	$789,304	2,211	-1.4%	Shares	Sole	2025-07-17
2025-03-31	$609,714	2,243	+32.7%	Shares	Sole	2025-05-12
2024-12-31	$560,860	1,690	-7.7%	Shares	Sole	2025-01-22
2024-09-30	$606,535	1,830	-5.2%	Shares	Sole	2024-10-16
2024-06-30	$605,465	1,931	-0.5%	Shares	Sole	2024-07-19
2024-03-31	$606,599	1,940	+0.5%	Shares	Sole	2024-05-09
2023-12-31	$465,023	1,931	0.0%	Shares	Sole	2024-02-13
2023-09-30	$411,843	1,931	0.0%	Shares	Sole	2023-10-24
2023-06-30	$388,324	1,931	+5.5%	Shares	Sole	2023-07-21
2023-03-31	$313,723	1,831	0.0%	Shares	Sole	2023-04-21
2022-12-31	$287,375	1,831	-45.9%	Shares	Sole	2023-01-20
2022-09-30	$451,423	3,385	+74.9%	Shares	Sole	2022-10-21
2022-06-30	$243,790	1,935	—	Shares	Sole	2022-07-25
No filing history on record for this holder in this stock.