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Eaton shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Eaton

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All positions including Eaton held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 67k 374.25
2025-06-30 $6.8M 19k 356.99
2025-03-31 $6.7M 25k 271.83
2024-12-31 $14M 42k 331.96
2024-09-30 $7.8M 24k 331.44