MIFH
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Migdal Insurance & Financial Holdings’s Eversource Energy ES Stock Holding History

Migdal Insurance & Financial Holdings’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
2025
Q4 		– Sell
-502
Closed -$36K – 361
2025
Q3 		$36K Buy
+502
New +$32.9K ﹤0.01% 289

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ES Position: Q4 2025 in Review

Migdal Insurance & Financial Holdings sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 502 shares — an estimated $36K sold.

Migdal Insurance & Financial Holdings first reported a position in ES in Q3 2025 and held it in 1 quarter. The position peaked at $36K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Migdal Insurance & Financial Holdings reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 502 Eversource Energy shares in Q4 2025, an estimated $36K.
  • Migdal Insurance & Financial Holdings first reported a position in Eversource Energy in Q3 2025 and held it in 1 quarter.
  • Migdal Insurance & Financial Holdings's Eversource Energy position peaked at $36K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.