Sound Financial Strategies Group, LLC

Position in ES — Eversource Energy

CIK 1800620 MADISON, MS

Position in ES

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$301,871

+$20,110 QoQ

Shares Held

4,177

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#710

of 1,109 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,247,525 across 4 Utilities - Regulated Electric names. ES ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,448	$390,400
2	ES	Eversource Energy This page	4,177	$301,871
3	ED	Consolidated Edison Inc	2,665	$294,828
4	SO	Southern Co	2,721	$260,426

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,871	4,177	+2.7%	Shares	Sole	2026-08-10
2026-03-31	$281,761	4,067	-58.9%	Shares	Sole	2026-05-08
2025-12-31	$666,567	9,900	-9.7%	Shares	Sole	2026-02-03
2025-09-30	$780,192	10,967	-3.2%	Shares	Sole	2025-10-23
2025-06-30	$720,814	11,330	+77.3%	Shares	Sole	2025-08-06
2021-03-31	$553,310	6,390	-2.1%	Shares	Sole	2021-05-07
2020-12-31	$564,650	6,527	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.