Position in ETN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,603,066
+$3,074,579 QoQ
Shares Held
26,849
+31.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026AE Wealth Management LLC holds $170,309,504 across 24 Specialty Industrial Machinery names. ETN ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
145,531 | $42,246,163 | |
| 2 | GGG |
Graco Inc
|
489,537 | $41,439,280 | |
| 3 | DOV |
DOVER Corp
|
127,935 | $26,668,025 | |
| 4 | EMR |
Emerson Electric Co
|
128,358 | $16,817,438 | |
| 5 | GEV |
GE Vernova Inc.
|
16,219 | $14,157,542 | |
| 6 | ETN |
Eaton Corp plc
This page
|
26,849 | $9,603,066 | |
| 7 | PH |
Parker-Hannifin Corp
|
9,623 | $8,614,873 | |
| 8 | ITW |
Illinois Tool Works Inc
|
8,536 | $2,221,816 |
All Filings in ETN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,603,066 | 26,849 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,528,487 | 20,497 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,172,490 | 19,165 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $6,631,435 | 18,576 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $12,098,049 | 44,506 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $13,372,351 | 40,294 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $11,795,275 | 35,588 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,991,034 | 28,675 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $7,565,596 | 24,196 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,715,391 | 32,038 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,080,825 | 28,511 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,704,533 | 23,394 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,313,372 | 19,338 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,098,977 | 19,745 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,169,300 | 23,765 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,449,684 | 106,752 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,396,925 | 68,509 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $4,230,400 | 28,333 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,496,522 | 30,345 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,428,058 | 17,559 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,910,151 | 24,223 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,885,608 | 38,083 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,407,012 | 27,515 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,698,924 | 21,868 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||