Sector: energygrid
Conviction from: S&PCitrini
Tradable on: Bitget →
Eaton is a diversified power management company that makes electrical components and systems, hydraulics, aerospace, and vehicle drivetrain products for utility, industrial, commercial, and mobility markets.
2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 55. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 55 | Added +626% | 19,541 | $6,989,229 | 0.0% |
| Ancora | 42 | Trimmed -5% | 182,670 | $65,335,798 | 1.4% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-05-12 | Johnson Gerald | director | 961 | $390,197 | Form 4 |
10 disclosed trade(s) by 8 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-04-08 | Elizabeth Fletcher TX07 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-02-26 | David J. Taylor OH02 | SELL | $1,001 - $15,000 | PTR |
| 2026-01-29 | John Boozman senate | BUY | $1,001 - $15,000 | PTR |
| 2026-01-16 | David J. Taylor OH02 | BUY | $1,001 - $15,000 | PTR |
| 2026-01-14 | John W Hickenlooper senate | BUY | $50,001 - $100,000 | PTR |
| 2025-12-24 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2025-12-18 | Julie Johnson TX32 | SELL | $1,001 - $15,000 | PTR |
| 2025-09-12 | John Boozman senate | BUY | $1,001 - $15,000 | PTR |
| 2025-02-07 | Tim Walberg MI05 | BUY | $15,001 - $50,000 | PTR |
7 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,000,001 - $5,000,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $100,004 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $500,001 - $1,000,000 | PTR |
Watching · 2 mention(s), 0 personal-position post(s) · first 2026-04-22 · last 2026-07-05
“$NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"
Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT.
It's been known they're bee…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-05T13:38:44 | Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN.
- As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply.
… → · 865 likes · 380,745 views |
| 2026-04-22 | $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"
Previous named Nvidia partners include… → · 909 likes · 788,096 views |
| Report | Date | Stance |
|---|
| #112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade? | 2025-11-27 | LONG |
| #107 — Stargate: A Citrini Field Trip | 2025-09-28 | WATCH |