SEC 13F Intelligence

Wambolt & Associates, LLC / ETN

Wambolt & Associates, LLC’s Eaton Corp PLC Position

Does Wambolt & Associates, LLC own Eaton Corp PLC (ETN)? Yes10.1K shares worth $4M (+1.21% of its 13F portfolio) as of Q2 2025, down from 11.9K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
10.1K
% of Portfolio
+1.21%
Quarters Held
27
currently held

Position History ETN

Reported value by quarter
Q4 ’18: $312,000Q4 ’18Q1 ’19: $417,000Q2 ’19: $526,000Q3 ’19: $501,000Q4 ’19: $646,000Q4 ’19Q1 ’20: $532,000Q2 ’20: $605,000Q3 ’20: $701,000Q4 ’20: $961,000Q4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.1K$4M+1.21%
Q1 202511.9K$3M+1.12%
Q4 202412.2K$4M+1.29%
Q3 202413.5K$4M+1.20%
Q2 202413.6K$4M+1.24%
Q1 202413.8K$4M+1.28%
Q4 202315.9K$4M+1.25%
Q3 202315.7K$3M+1.20%
Q2 202315.0K$3M+1.07%
Q1 202314.9K$3M+0.90%
Q4 202214.6K$2M+0.88%
Q3 202214.4K$2M+0.82%
Q2 202214.4K$2M+0.73%
Q1 202214.2K$2M+0.78%
Q4 202114.1K$2M+0.88%
Q3 202113.5K$2M+0.81%
Q2 202112.5K$2M+0.80%
Q1 202111.0K$2M+0.80%
Q4 20208.0K$961,000+0.57%
Q3 20206.9K$701,000+0.52%
Q2 20206.9K$605,000+0.48%
Q1 20206.8K$532,000+0.55%
Q4 20196.8K$646,000+0.49%
Q3 20196.0K$501,000+0.41%
Q2 20196.3K$526,000+0.45%
Q1 20195.1K$417,000+0.38%
Q4 20184.5K$312,000+0.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of ETN.