Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
ETN holding history
Eaton Corp plc in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ETN overviewAll 13F holders of ETNFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,229
- Value
- $2.23M
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,229 | $2.23M | 0.5% | +1,187+29.4% | Added | Holders |
| Q1 2026 | 4,042 | $1.45M | 0.4% | +2,288+130.4% | Added | Holders |
| Q4 2025 | 1,754 | $558.7K | 0.1% | +953+119.0% | Added | Holders |
| Q3 2025 | 801 | $299.8K | 0.1% | +130+19.4% | Added | Holders |
| Q2 2025 | 671 | $239.5K | 0.1% | +671 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −616−100.0% | Sold out | Holders |
| Q4 2024 | 616 | $204.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 616 | $204.2K | 0.1% | +616 | New | Holders |