Sound Income Strategies’s Eversource Energy ES Stock Holding History

Sound Income Strategies’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	$18.4M	Buy	254,130 +741	+0.3%	+$51.3K	0.82%	40
2026 Q1	$17.6M	Sell	253,389 -7,192	-3%	-$508K	0.85%	39
2025 Q4	$18.3M	Sell	260,581 -12,896	-5%	-$905K	0.86%	38
2025 Q3	$19.8M	Sell	273,477 -9,973	-4%	-$654K	1.08%	24
2025 Q2	$18M	Buy	283,450 +17,208	+6%	+$1.06M	1.03%	29
2025 Q1	$16.5M	Buy	266,242 +257,821	+3,062%	+$15.4M	0.98%	32
2024 Q4	$484K	Buy	8,421 +53	+0.6%	+$3.3K	0.03%	169
2024 Q3	$569K	Sell	8,368 -337	-4%	-$21.8K	0.04%	161
2024 Q2	$494K	Buy	8,705 +4,270	+96%	+$253K	0.03%	162
2024 Q1	$265K	Buy	4,435 +1,046	+31%	+$60.1K	0.02%	189
2023 Q4	$209K	Sell	3,389 -2,483	-42%	-$143K	0.02%	192
2023 Q3	$341K	Sell	5,872 -3	-0.1%	-$200	0.03%	128
2023 Q2	$417K	Sell	5,875 -2	-0%	-$149	0.04%	119
2023 Q1	$460K	Sell	5,877 -8	-0.1%	-$632	0.05%	112
2022 Q4	$493K	Sell	5,885 -7	-0.1%	-$555	0.06%	100
2022 Q3	$459K	Buy	5,892 +4	+0.1%	+$353	0.07%	98
2022 Q2	$497K	Hold	5,888	–	–	0.07%	104
2022 Q1	$519K	Buy	5,888 +12	+0.2%	+$1.03K	0.06%	106
2021 Q4	$535K	Hold	5,876	–	–	0.06%	110
2021 Q3	$480K	Buy	5,876 +100	+2%	+$8.68K	0.06%	110
2021 Q2	$463K	Buy	5,776 +2,829	+96%	+$238K	0.07%	111
2021 Q1	$255K	Buy	2,947 +1,382	+88%	+$117K	0.04%	118
2020 Q4	$135K	Hold	1,565	–	–	0.03%	128
2020 Q3	$131K	Buy	1,565 +1,181	+308%	+$101K	0.04%	111
2020 Q2	$32K	Buy	+384	New	+$31.8K	0.01%	206
2020 Q1	–	Sell	-75	Closed	-$6K	–	783
2019 Q4	$6K	Hold	75	–	–	﹤0.01%	424
2019 Q3	$6K	Sell	75 -1,075	-93%	-$85.4K	﹤0.01%	395
2019 Q2	$87K	Hold	1,150	–	–	0.03%	90
2019 Q1	$82K	Hold	1,150	–	–	0.04%	96
2018 Q4	$75K	Buy	+1,150	New	+$74.9K	0.04%	100

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sound Income Strategies's ES Position: Q2 2026 in Review

Sound Income Strategies increased its Eversource Energy (ES) stake by 0.29% in Q2 2026, buying an estimated $51.3K and bringing the position to 254,130 shares worth $18.4M. The position accounts for 0.82% of the portfolio, ranked #40.

Sound Income Strategies first reported a position in ES in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.8M in Q3 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Sound Income Strategies held 254,130 shares of Eversource Energy worth $18.4M as of Q2 2026.
Sound Income Strategies bought 741 Eversource Energy shares in Q2 2026, an estimated $51.3K.
Eversource Energy made up 0.82% of Sound Income Strategies's portfolio in Q2 2026, its #40 holding.
Sound Income Strategies first reported a position in Eversource Energy in Q4 2018 and has held it in 30 quarters since.
Sound Income Strategies's Eversource Energy position peaked at $19.8M in Q3 2025.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.