SFSG
ES icon

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

Sound Financial Strategies Group’s Portfolio ES Stock Details ES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$721K Buy
+11,330
New +$721K 0.61% 63
2021
Q2 		– Sell
-6,390
Closed -$553K – 98
2021
Q1 		$553K Sell
6,390
-137
-2% -$11.9K 0.28% 63
2020
Q4 		$565K Buy
+6,527
New +$565K 0.31% 64