Eaton Corporation plc
DE ˙ DB ˙ IE00B8KQN827
355,00 € ↓ -8,80 (-2,42%)
2026-06-04
AKTIENPREIS
SecurityDE:3EC / Eaton Corporation plc
InstitutionPeterson Wealth Services
Latest Disclosed Ownership9,510 shares
Latest Disclosed Value $ 3,401,313
Peterson Wealth Services reports 2.34% increase in ownership of 3EC / Eaton Corporation plc

On April 30, 2026 - Peterson Wealth Services filed a 13F-HR form disclosing ownership of 9,510 shares of Eaton Corporation plc (DE:3EC) valued at $2,842,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,293 shares of Eaton Corporation plc. This represents a change in shares of 2.34% during the quarter. The current value of the position is $3,376,050 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)
2026-04-30 2026-03-31 13F EATON CORPORATION PLC SHS SHS G29183103 9,510 217 2.34 3,401 14.90 0.8404
2026-02-12 2025-12-31 13F EATON CORPORATION PLC SHS SHS G29183103 9,293 6,191 199.58 2,960 -16.43 0.7569
2025-11-04 2025-09-30 13F EATON CORPORATION PLC SHS SHS G29183103 3,102 -6,454 -67.54 3,542 3.84 0.8741
2025-07-31 2025-06-30 13F EATON CORPORATION PLC SHS SHS G29183103 9,556 225 2.41 3,411 34.50 0.9346
2025-05-05 2025-03-31 13F EATON CORPORATION PLC SHS SHS G29183103 9,331 707 8.20 2,536 -11.39 0.7857
2025-01-29 2024-12-31 13F EATON CORPORATION PLC SHS SHS G29183103 8,624 230 2.74 2,862 2.88 0.8593
2024-11-07 2024-09-30 13F EATON CORPORATION PLC SHS SHS G29183103 8,394 5 0.06 2,782 5.78 0.8886
2024-07-30 2024-06-30 13F EATON CORP SHS G29183103 8,389 -3,739 -30.83 2,630 -30.64 0.9193
2024-05-01 2024-03-31 13F EATON CORP SHS G29183103 12,128 131 1.09 3,792 31.26 1.3810
2024-01-31 2023-12-31 13F EATON CORP SHS G29183103 11,997 11,997 2,889 1.2387
2023-11-14 2023-09-30 13F EATON CORP SHS G29183103 0 -7,385 -100.00 0 -100.00
2023-07-13 2023-06-30 13F EATON CORP SHS G29183103 7,385 74 1.01 1,485 18.61 0.7130
2023-04-06 2023-03-31 13F EATON CORP SHS G29183103 7,311 1,321 22.05 1,253 33.19 0.6447
2023-01-20 2022-12-31 13F EATON CORP SHS G29183103 5,990 602 11.17 940 30.74 0.5385
2022-11-09 2022-09-30 13F EATON CORP SHS G29183103 5,388 1,574 41.27 719 49.48 0.5097
2022-07-11 2022-06-30 13F EATON CORP SHS G29183103 3,814 651 20.58 481 0.21 0.3467
2022-04-18 2022-03-31 13F EATON CORP SHS G29183103 3,163 688 27.80 480 12.15 0.2951
2022-01-31 2021-12-31 13F EATON CORP SHS G29183103 2,475 2,475 428 0.2839
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.