Migdal Insurance & Financial Holdings’s Public Service Enterprise Group PEG Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-266	Closed	-$21K	–	414
2025 Q4	$21K	Buy	+266	New	+$21.7K	﹤0.01%	312
2022 Q1	–	Sell	-1,000	Closed	-$67K	–	669
2021 Q4	$67K	Hold	1,000	–	–	﹤0.01%	429
2021 Q3	$19K	Buy	+1,000	New	+$62.4K	﹤0.01%	556
2021 Q1	–	Sell	-754	Closed	-$44K	–	714
2020 Q4	$44K	Buy	+754	New	+$43.9K	﹤0.01%	548
2018 Q1	–	Sell	-705	Closed	-$36K	–	754
2017 Q4	$36K	Buy	705 +202	+40%	+$10.2K	﹤0.01%	434
2017 Q3	$23K	Buy	503 +106	+27%	+$4.8K	﹤0.01%	495
2017 Q2	$17K	Buy	397 +7	+2%	+$309	﹤0.01%	429
2017 Q1	$17K	Buy	390 +197	+102%	+$8.7K	﹤0.01%	429
2016 Q4	$9K	Buy	+193	New	+$8.05K	﹤0.01%	401

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PEG Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 266 shares — an estimated $21K sold.

Migdal Insurance & Financial Holdings first reported a position in PEG in Q4 2016 and held it in 9 quarters. The position peaked at $67K in Q4 2021. 1,291 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 266 Public Service Enterprise Group shares in Q1 2026, an estimated $21K.
Migdal Insurance & Financial Holdings first reported a position in Public Service Enterprise Group in Q4 2016 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Public Service Enterprise Group position peaked at $67K in Q4 2021.
1,291 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.