Eaton Corporation plc
DE ˙ DB ˙ IE00B8KQN827
355,00 € ↓ -8,80 (-2,42%)
2026-06-04
DEL PRIS
SecurityDE:3EC / Eaton Corporation plc
InstitutionLVZ Advisors, Inc.
Latest Disclosed Ownership1,648 shares
Latest Disclosed Value $ 589,440
LVZ Advisors, Inc. reports 1.48% increase in ownership of 3EC / Eaton Corporation plc

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,648 shares of Eaton Corporation plc (DE:3EC) valued at $492,505 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 1,624 shares of Eaton Corporation plc. This represents a change in shares of 1.48% during the quarter. The current value of the position is $585,040 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F EATON CORP SHS G29183103 1,648 24 1.48 589 13.93 0.0673
2026-02-10 2025-12-31 13F/A-1 EATON CORP SHS G29183103 1,624 43 2.72 517 -12.52 0.0578
2026-02-02 2025-12-31 13F EATON CORP SHS G29183103 1,624 43 517 0.0578
2025-10-27 2025-09-30 13F EATON CORP SHS G29183103 1,581 24 1.54 592 6.49 0.0673
2025-07-15 2025-06-30 13F EATON CORP SHS G29183103 1,557 0 0.00 556 31.21 0.0666
2025-04-22 2025-03-31 13F EATON CORP SHS G29183103 1,557 0 0.00 423 -18.02 0.0555
2025-02-06 2024-12-31 13F EATON CORP SHS G29183103 1,557 0 0.00 517 0.00 0.0663
2024-10-24 2024-09-30 13F EATON CORP SHS G29183103 1,557 10 0.65 516 6.39 0.0660
2024-07-24 2024-06-30 13F EATON CORP SHS G29183103 1,547 0 0.00 485 0.41 0.0661
2024-04-17 2024-03-31 13F EATON CORP SHS G29183103 1,547 76 5.17 484 36.44 0.0658
2024-01-23 2023-12-31 13F EATON CORP SHS G29183103 1,471 -100 -6.37 354 5.67 0.0500
2023-11-08 2023-09-30 13F EATON CORP SHS G29183103 1,571 75 5.01 335 11.67 0.0540
2023-07-18 2023-06-30 13F EATON CORP SHS G29183103 1,496 1,496 301 0.0419
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.