Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CEMIG Preferred Shares CIG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIG Stock Details CIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.16K Buy
2,994
+587
+24% +$1.29K ﹤0.01% 4914
2025
Q4 		$5K Sell
2,407
-1,775
-42% -$3.64K ﹤0.01% 4800
2025
Q3 		$9K Buy
4,182
+755
+22% +$1.48K ﹤0.01% 4515
2025
Q2 		$7K Buy
3,427
+910
+36% +$1.67K ﹤0.01% 4434
2025
Q1 		$4K Sell
2,517
-6,427
-72% -$12K ﹤0.01% 4520
2024
Q4 		$16K Buy
8,944
+373
+4% +$724 ﹤0.01% 3568
2024
Q3 		$18K Buy
8,571
+635
+8% +$1.27K ﹤0.01% 3419
2024
Q2 		$14K Sell
7,936
-456
-5% -$872 ﹤0.01% 3330
2024
Q1 		$16K Buy
8,392
+142
+2% +$254 ﹤0.01% 3032
2023
Q4 		$15K Sell
8,250
-3,925
-32% -$7.11K ﹤0.01% 2933
2023
Q3 		$23K Sell
12,175
-78,677
-87% -$152K ﹤0.01% 2589
2023
Q2 		$184K Buy
90,852
+709
+0.8% +$1.33K ﹤0.01% 1283
2023
Q1 		$155K Buy
90,143
+84,913
+1,624% +$135K ﹤0.01% 1305
2022
Q4 		$8K Buy
5,230
+3,258
+165% +$5.24K ﹤0.01% 2911
2022
Q3 		$3K Buy
1,972
+1,039
+111% +$1.79K ﹤0.01% 3275
2022
Q2 		$1K Buy
+933
New +$1.64K ﹤0.01% 3505
2019
Q1 		– Sell
-5,493
Closed -$10K – 2970
2018
Q4 		$10K Buy
+5,493
New +$8.31K ﹤0.01% 1323

Other funds holding CIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CIG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CEMIG Preferred Shares (CIG) stake by 24% in Q1 2026, buying an estimated $1.29K and bringing the position to 2,994 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4914.

Carson Wealth (CWM LLC) first reported a position in CIG in Q4 2018 and has held it in 17 quarters since. The position peaked at $184K in Q2 2023. 205 funds tracked by Wall St. Rank hold CIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,994 shares of CEMIG Preferred Shares worth $7.16K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 587 CEMIG Preferred Shares shares in Q1 2026, an estimated $1.29K.
  • CEMIG Preferred Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4914 holding.
  • Carson Wealth (CWM LLC) first reported a position in CEMIG Preferred Shares in Q4 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s CEMIG Preferred Shares position peaked at $184K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.