Summit Financial Wealth Advisors, LLC

Position in ETN — Eaton Corp plc

CIK 1632283 Lafayette, LA

Position in ETN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,672,175

+$2,219,718 QoQ

Shares Held

25,045

+6.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.61%

of 13F equity value

Holder Rank

#501

of 2,629 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $29,275,571 across 3 Specialty Industrial Machinery names. ETN ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	25,510	$18,193,987
2	ETN	Eaton Corp plc This page	25,045	$10,672,175
3	EMR	Emerson Electric Co	2,860	$409,409

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,672,175	25,045	+6.0%	Shares	Sole	2026-07-15
2026-03-31	$8,452,457	23,632	+5.2%	Shares	Sole	2026-05-26
2025-12-31	$7,158,193	22,474	-0.2%	Shares	Sole	2026-01-27
2025-09-30	$8,425,864	22,514	+1.1%	Shares	Sole	2025-10-03
2025-06-30	$7,948,025	22,264	+0.2%	Shares	Sole	2025-09-29
2025-03-31	$6,037,616	22,211	+7.0%	Shares	Sole	2025-05-14
2024-12-31	$6,888,625	20,757	+6.1%	Shares	Sole	2025-02-13
2024-09-30	$6,485,617	19,568	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$6,125,512	19,536	-3.9%	Shares	Sole	2024-08-12
2024-03-31	$6,354,282	20,322	-46.9%	Shares	Sole	2024-05-02
2023-12-31	$9,218,589	38,280	-2.1%	Shares	Sole	2024-01-19
2023-09-30	$8,339,248	39,100	-6.0%	Shares	Sole	2023-11-13
2023-06-30	$8,362,341	41,583	-2.6%	Shares	Sole	2023-07-12
2023-03-31	$7,312,448	42,678	+0.7%	Shares	Sole	2023-04-10
2022-12-31	$6,649,029	42,364	-0.5%	Shares	Sole	2023-01-17
2022-09-30	$5,677,135	42,570	-32.4%	Shares	Sole	2022-10-28
2022-06-30	$7,933,842	62,972	+6.3%	Shares	Sole	2022-07-26
2022-03-31	$8,987,834	59,224	+17.2%	Shares	Sole	2022-05-06
2021-09-30	$7,542,693	50,517	-21.4%	Shares	Sole	2021-11-05
2021-06-30	$9,518,045	64,233	-2.3%	Shares	Sole	2021-08-09
2021-03-31	$9,094,675	65,770	+0.3%	Shares	Sole	2021-04-23
2020-12-31	$7,876,618	65,562	-0.6%	Shares	Sole	2021-01-11
2020-09-30	$6,731,531	65,976	-1.8%	Shares	Sole	2020-11-09
2020-06-30	$5,879,618	67,211	+1.3%	Shares	Sole	2020-07-16
2020-03-31	$5,153,022	66,328	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.