Strait & Sound Wealth Management’s Eversource Energy ES Stock Holding History

Strait & Sound Wealth Management’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
2024 Q4	–	Sell	-3,027	Closed	-$206K	–	148
2024 Q3	$206K	Buy	+3,027	New	+$196K	0.1%	139
2024 Q2	–	Sell	-3,594	Closed	-$213K	–	150
2024 Q1	$213K	Buy	+3,594	New	+$207K	0.12%	124
2023 Q4	–	Sell	-3,668	Closed	-$213K	–	131
2023 Q3	$213K	Sell	3,668 -58	-2%	-$3.87K	0.18%	120
2023 Q2	$264K	Buy	3,726 +58	+2%	+$4.32K	0.26%	86
2023 Q1	$287K	Buy	3,668 +106	+3%	+$8.37K	0.29%	85
2022 Q4	$298K	Buy	+3,562	New	+$283K	0.33%	75

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strait & Sound Wealth Management's ES Position: Q4 2024 in Review

Strait & Sound Wealth Management sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,027 shares — an estimated $206K sold.

Strait & Sound Wealth Management first reported a position in ES in Q4 2022 and held it in 6 quarters. The position peaked at $298K in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Strait & Sound Wealth Management reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Strait & Sound Wealth Management sold 3,027 Eversource Energy shares in Q4 2024, an estimated $206K.
Strait & Sound Wealth Management first reported a position in Eversource Energy in Q4 2022 and held it in 6 quarters.
Strait & Sound Wealth Management's Eversource Energy position peaked at $298K in Q4 2022.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.