Sound Financial Strategies Group’s Eversource Energy ES Stock Holding History

Sound Financial Strategies Group’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$302K	Buy	4,177 +110	+3%	+$7.62K	0.19%	86
2026 Q1	$282K	Sell	4,067 -5,833	-59%	-$412K	0.19%	81
2025 Q4	$667K	Sell	9,900 -1,067	-10%	-$74.9K	0.47%	61
2025 Q3	$780K	Sell	10,967 -363	-3%	-$23.8K	0.57%	47
2025 Q2	$721K	Buy	+11,330	New	+$698K	0.61%	63
2021 Q2	–	Sell	-6,390	Closed	-$553K	–	98
2021 Q1	$553K	Sell	6,390 -137	-2%	-$11.6K	0.28%	63
2020 Q4	$565K	Buy	+6,527	New	+$581K	0.31%	64

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sound Financial Strategies Group's ES Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Eversource Energy (ES) stake by 2.7% in Q2 2026, buying an estimated $7.62K and bringing the position to 4,177 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #86.

Sound Financial Strategies Group first reported a position in ES in Q4 2020 and has held it in 7 quarters since. The position peaked at $780K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Sound Financial Strategies Group held 4,177 shares of Eversource Energy worth $302K as of Q2 2026.
Sound Financial Strategies Group bought 110 Eversource Energy shares in Q2 2026, an estimated $7.62K.
Eversource Energy made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #86 holding.
Sound Financial Strategies Group first reported a position in Eversource Energy in Q4 2020 and has held it in 7 quarters since.
Sound Financial Strategies Group's Eversource Energy position peaked at $780K in Q3 2025.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.