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Eaton shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 691 318.51
2025-06-30 $239k 668 356.99

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Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Eaton

J. Stern & Co
Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
FMR
Geode Capital Management
Massachusetts Financial Services
Raymond James Financial
Nuveen
Goldman Sachs Group
Norges Bank Investment Management
Coatue Management
Northern Trust
Henderson Group

View all funds holding Eaton