Position in ES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$18,365,975
+$811,186 QoQ
Shares Held
254,130
+0.3% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#126
of 1,109 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. ES ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,365,975 | 254,130 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,554,789 | 253,389 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,544,918 | 260,581 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,455,153 | 273,477 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $18,033,089 | 283,450 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $16,536,290 | 266,242 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $483,618 | 8,421 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $569,442 | 8,368 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $493,660 | 8,705 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $265,079 | 4,435 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $209,169 | 3,389 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $341,456 | 5,872 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $416,655 | 5,875 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $459,934 | 5,877 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $493,398 | 5,885 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $459,340 | 5,892 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $497,359 | 5,888 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $519,262 | 5,888 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $534,598 | 5,876 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $480,421 | 5,876 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $463,466 | 5,776 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $255,180 | 2,947 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $135,388 | 1,565 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $130,755 | 1,565 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $31,975 | 384 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||