Eaton Corporation plc
US ˙ NYSE ˙ US2780581029

SecurityETN / Eaton Corporation plc
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership15,553 shares
Latest Disclosed Value $ 5,820,597
Wetherby Asset Management Inc reports 4.17% increase in ownership of ETN / Eaton Corporation plc

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 15,553 shares of Eaton Corporation plc (US:ETN) valued at $5,820,710 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 14,931 shares of Eaton Corporation plc. This represents a change in shares of 4.17% during the quarter. The current value of the position is $6,158,055 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)
2025-11-14 2025-09-30 13F EATON CORP SHS G29183103 15,553 622 4.17 5,821 9.19 0.2376
2025-08-14 2025-06-30 13F EATON CORP SHS G29183103 14,931 1,794 13.66 5,330 22.28 0.2373
2025-02-14 2024-12-31 13F EATON CORP SHS G29183103 13,137 -585 -4.26 4,360 -4.16 0.2090
2024-11-14 2024-09-30 13F EATON CORP SHS G29183103 13,722 306 2.28 4,548 8.13 0.2080
2024-08-14 2024-06-30 13F EATON CORP SHS G29183103 13,416 -332 -2.41 4,207 -2.14 0.1983
2024-05-15 2024-03-31 13F EATON CORP SHS G29183103 13,748 -249 -1.78 4,299 27.54 0.2049
2024-02-14 2023-12-31 13F EATON CORP SHS G29183103 13,997 172 1.24 3,371 14.31 0.1756
2023-11-14 2023-09-30 13F EATON CORP SHS G29183103 13,825 -67 -0.48 2,949 5.55 0.1672
2023-08-14 2023-06-30 13F EATON CORP SHS G29183103 13,892 -69 -0.49 2,794 16.76 0.1504
2023-05-12 2023-03-31 13F EATON CORP SHS G29183103 13,961 169 1.23 2,392 10.54 0.1400
2023-02-14 2022-12-31 13F EATON CORP SHS G29183103 13,792 -36 -0.26 2,165 17.29 0.1390
2022-11-14 2022-09-30 13F EATON CORP SHS G29183103 13,828 1,932 16.24 1,845 23.08 0.1301
2022-08-15 2022-06-30 13F EATON CORP SHS G29183103 11,896 -1,152 -8.83 1,499 -24.29 0.1023
2022-05-16 2022-03-31 13F EATON CORP SHS G29183103 13,048 -181 -1.37 1,980 -13.39 0.1135
2022-02-14 2021-12-31 13F EATON CORP SHS G29183103 13,229 252 1.94 2,286 18.02 0.1284
2021-11-15 2021-09-30 13F EATON CORP SHS G29183103 12,977 50 0.39 1,937 1.15 0.1195
2021-08-16 2021-06-30 13F EATON CORP SHS G29183103 12,927 833 6.89 1,915 14.53 0.1168
2021-05-14 2021-03-31 13F EATON CORP SHS G29183103 12,094 -885 -6.82 1,672 7.18 0.1274
2021-02-11 2020-12-31 13F EATON CORP SHS G29183103 12,979 639 5.18 1,560 23.91 0.1058
2020-12-16 2020-09-30 13F/A-01 EATON CORP SHS G29183103 12,340 -227 -1.81 1,259 14.56 0.1154
2020-11-13 2020-09-30 13F EATON CORP SHS G29183103 14,868 2,301 1,517 96,494.5201
2020-08-14 2020-06-30 13F EATON CORP SHS G29183103 12,567 -479 -3.67 1,099 8.49 0.1042
2020-05-06 2020-03-31 13F EATON CORP SHS G29183103 13,046 639 5.15 1,013 -13.79 0.1137
2020-01-28 2019-12-31 13F EATON CORP SHS G29183103 12,407 -758 -5.76 1,175 7.31 0.1157
2019-10-31 2019-09-30 13F EATON CORP SHS G29183103 13,165 666 5.33 1,095 5.19 0.1143
2019-07-25 2019-06-30 13F EATON CORP SHS G29183103 12,499 76 0.61 1,041 4.00 0.1140
2019-07-25 2019-03-31 13F/A-1 EATON CORP SHS G29183103 12,423 224 1.84 1,001 19.45 0.1247
2019-05-09 2019-03-31 13F EATON CORP SHS G29183103 12,423 224 1,001
2019-01-30 2018-12-31 13F EATON CORP SHS G29183103 12,199 430 3.65 838 -17.84 0.1185
2018-11-07 2018-09-30 13F EATON CORP SHS G29183103 11,769 309 2.70 1,020 19.16 0.1260
2018-07-24 2018-06-30 13F EATON CORP SHS G29183103 11,460 -571 -4.75 856 -10.93 0.1159
2018-05-04 2018-03-31 13F EATON CORP SHS G29183103 12,031 333 2.85 961 4.00 0.1326
2018-02-09 2017-12-31 13F EATON CORP SHS G29183103 11,698 217 1.89 924 4.76 0.1282
2017-11-13 2017-09-30 13F EATON CORP SHS G29183103 11,481 214 1.90 882 0.68 0.1312
2017-08-01 2017-06-30 13F EATON CORP SHS G29183103 11,267 74 0.66 876 5.54 0.1490
2017-04-27 2017-03-31 13F EATON CORP SHS G29183103 11,193 280 2.57 830 13.39 0.1493
2017-02-08 2016-12-31 13F EATON CORP SHS G29183103 10,913 685 6.70 732 8.93 0.1434
2016-11-14 2016-09-30 13F EATON CORP SHS G29183103 10,228 585 6.07 672 16.67 0.1359
2016-08-10 2016-06-30 13F EATON CORP SHS G29183103 9,643 832 9.44 576 4.35 0.1277
2016-05-10 2016-03-31 13F EATON CORP SHS G29183103 8,811 2,397 37.37 552 65.77 0.1301
2016-02-08 2015-12-31 13F EATON CORP SHS G29183103 6,414 -173 -2.63 333 -1.48 0.0798
2015-11-12 2015-09-30 13F EATON CORP SHS G29183103 6,587 -577 -8.05 338 -30.02 0.0866
2015-08-12 2015-06-30 13F EATON CORP SHS G29183103 7,164 461 6.88 483 6.15 0.1161
2015-05-08 2015-03-31 13F EATON CORP SHS G29183103 6,703 1,970 41.62 455 41.74 0.1108
2015-02-12 2014-12-31 13F EATON CORP SHS G29183103 4,733 -1,018 -17.70 321 -12.05 0.0807
2014-11-03 2014-09-30 13F EATON CORP SHS G29183103 5,751 473 8.96 365 -10.32 0.1018
2014-08-01 2014-06-30 13F EATON CORP SHS G29183103 5,278 114 2.21 407 4.90 0.1149
2014-05-05 2014-03-31 13F/A-1 EATON CORP SHS G29183103 5,164 -42 -0.81 388 -2.02 0.1112
2014-04-30 2014-03-31 13F EATON CORP SHS G29183103 5,164 388
2014-01-29 2013-12-31 13F EATON CORP SHS G29183103 5,206 202 4.04 396 14.78 0.1129
2013-10-29 2013-09-30 13F EATON CORP SHS G29183103 5,004 696 16.16 345 21.48 0.1076
2013-07-24 2013-06-30 13F EATON CORP SHS G29183103 4,308 4,308 284 0.0990
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.