Position in ETN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,228,181
+$782,479 QoQ
Shares Held
5,229
+29.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,025
of 2,629 holders
Holding Since
Sep 2024
7 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 Jun 30, 2026Xcel Wealth Management, LLC holds $7,063,904 across 2 Specialty Industrial Machinery names. ETN ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
4,116 | $4,835,723 | |
| 2 | ETN |
Eaton Corp plc
This page
|
5,229 | $2,228,181 |
All Filings in ETN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,228,181 | 5,229 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,445,702 | 4,042 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $558,666 | 1,754 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $299,774 | 801 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $239,540 | 671 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $204,431 | 616 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $204,167 | 616 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||