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Eversource Energy shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Eversource Energy

Tip: Access up to 7 years of quarterly data

All positions including Eversource Energy held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $780k 11k 71.14
2025-06-30 $721k 11k 63.62
2021-03-31 $553k 6.4k 86.54
2020-12-31 $565k 6.5k 86.56

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange-traded SHS (QQEW)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for Sound Financial Strategies Group

Top funds holding Eversource Energy

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Magellan Asset Management
Morgan Stanley
Ubs Global Asset Management Americas
Victory Capital Management
Charles Schwab Investment Management
Invesco
Legal & General Group
Nuveen
Zimmer Partners
UBS Group

View all funds holding Eversource Energy