SEC 13F Intelligence

Sound Income Strategies, LLC / ES

Sound Income Strategies, LLC’s Eversource Energy Position

Does Sound Income Strategies, LLC own Eversource Energy (ES)? Yes — 253.4K shares worth $18M (+0.85% of its 13F portfolio) as of Q1 2026, down from 260.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
253.4K
% of Portfolio
+0.85%
Quarters Held
29
currently held

Position History ES

Reported value by quarter
Q4 ’18: $75,000Q4 ’18Q1 ’19: $82,000Q2 ’19: $87,000Q3 ’19: $6,000Q4 ’19: $6,000Q4 ’19Q2 ’20: $32,000Q3 ’20: $131,000Q4 ’20: $135,000Q1 ’21: $255MQ1 ’21Q2 ’21: $463,000Q3 ’21: $480,000Q4 ’21: $535,000Q1 ’22: $519,000Q1 ’22Q2 ’22: $497,000Q3 ’22: $459,000Q4 ’22: $493,398Q1 ’23: $459,934Q1 ’23Q2 ’23: $416,636Q3 ’23: $341,457Q4 ’23: $209,169Q1 ’24: $265,087Q1 ’24Q2 ’24: $493,646Q3 ’24: $569,476Q4 ’24: $483,634Q1 ’25: $17MQ1 ’25Q2 ’25: $18MQ3 ’25: $20MQ4 ’25: $18MQ1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026253.4K$18M+0.85%
Q4 2025260.6K$18M+0.86%
Q3 2025273.5K$20M+1.08%
Q2 2025283.4K$18M+1.03%
Q1 2025266.2K$17M+0.98%
Q4 20248.4K$483,634+0.03%
Q3 20248.4K$569,476+0.04%
Q2 20248.7K$493,646+0.03%
Q1 20244.4K$265,087+0.02%
Q4 20233.4K$209,169+0.02%
Q3 20235.9K$341,457+0.03%
Q2 20235.9K$416,636+0.04%
Q1 20235.9K$459,934+0.05%
Q4 20225.9K$493,398+0.06%
Q3 20225.9K$459,000+0.07%
Q2 20225.9K$497,000+0.07%
Q1 20225.9K$519,000+0.06%
Q4 20215.9K$535,000+0.06%
Q3 20215.9K$480,000+0.06%
Q2 20215.8K$463,000+0.07%
Q1 20212.9K$255M+0.04%
Q4 20201.6K$135,000+0.03%
Q3 20201.6K$131,000+0.04%
Q2 2020384$32,000+0.01%
Q4 201975$6,0000.00%
Q3 201975$6,0000.00%
Q2 20191.1K$87,000+0.03%
Q1 20191.1K$82,000+0.04%
Q4 20181.1K$75,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of ES.