Eaton Corporation plc
US ˙ NYSE ˙ US2780581029

SecurityETN / Eaton Corporation plc
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership2,288 shares
Latest Disclosed Value $ 818,347
Waldron Private Wealth LLC reports 10.58% increase in ownership of ETN / Eaton Corporation plc

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 2,288 shares of Eaton Corporation plc (US:ETN) valued at $818,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,069 shares of Eaton Corporation plc. This represents a change in shares of 10.58% during the quarter. The current value of the position is $963,728 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)
2026-04-10 2026-03-31 13F EATON CORP SHS G29183103 2,288 219 10.58 818 24.32 0.0319
2026-01-14 2025-12-31 13F EATON CORP SHS G29183103 2,069 -297 -12.55 659 -25.65 0.0260
2025-10-30 2025-09-30 13F EATON CORP SHS G29183103 2,366 270 12.88 885 18.32 0.0359
2025-07-31 2025-06-30 13F EATON CORP SHS G29183103 2,096 0 0.00 748 31.46 0.0326
2025-05-08 2025-03-31 13F EATON CORP SHS G29183103 2,096 -610 -22.54 570 -36.64 0.0269
2025-01-24 2024-12-31 13F EATON CORP SHS G29183103 2,706 178 7.04 898 7.29 0.0361
2024-10-21 2024-09-30 13F EATON CORP SHS G29183103 2,528 18 0.72 838 6.35 0.0348
2024-07-31 2024-06-30 13F EATON CORP PLC SHS COM G29183103 2,510 -16 -0.63 787 -0.63 0.0352
2024-05-09 2024-03-31 13F EATON CORP PLC SHS COM G29183103 2,526 33 1.32 792 32.00 0.0357
2024-08-29 2023-12-31 13F/A-1 EATON CORP PLC SHS COM G29183103 2,493 1,135 83.58 600 107.61 0.0285
2024-01-30 2023-12-31 13F EATON CORP PLC SHS COM G29183103 2,493 1,135 1 0.0285
2024-08-29 2023-09-30 13F/A-1 EATON CORP PLC SHS COM G29183103 1,358 18 1.34 290 7.43 0.0150
2023-10-26 2023-09-30 13F EATON CORP PLC SHS COM G29183103 1,358 18 0 0.0150
2024-08-29 2023-06-30 13F/A-1 EATON CORP PLC SHS COM G29183103 1,340 133 11.02 269 30.58 0.0134
2023-08-07 2023-06-30 13F EATON CORP PLC SHS COM G29183103 1,340 133 0 0.0134
2024-08-29 2023-03-31 13F/A-1 EATON CORP PLC SHS COM G29183103 1,207 1,207 207 0.0101
2023-05-02 2023-03-31 13F EATON CORP PLC SHS COM G29183103 1,207 1,207 0 0.0100
2017-08-14 2017-06-30 13F Eaton Corp COM G29183103 0 -3,868 -100.00 0 -100.00
2017-05-18 2017-03-31 13F/A-2 Eaton Corp COM G29183103 3,868 3,868 286 0.0460
2017-04-27 2017-03-31 13F/A-1 Eaton Corp COM G29183103 3,868 0 286
2017-04-24 2017-03-31 13F Eaton Corp COM G29183103 3,868 286
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.