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EP Wealth Advisors’s CEMIG Preferred Shares CIG Stock Holding History

EP Wealth Advisors’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
Q2 		$25.7K Buy
12,256
+32
+0.3% +$75 ﹤0.01% 1703
2026
Q1 		$29.2K Sell
12,224
-4,266
-26% -$9.39K ﹤0.01% 1489
2025
Q4 		$33K Buy
+16,490
New +$33.8K ﹤0.01% 1470

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

EP Wealth Advisors's CIG Position: Q2 2026 in Review

EP Wealth Advisors increased its CEMIG Preferred Shares (CIG) stake by 0.26% in Q2 2026, buying an estimated $75 and bringing the position to 12,256 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

EP Wealth Advisors first reported a position in CIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $33K in Q4 2025. 206 funds tracked by Wall St. Rank hold CIG as of Q2 2026.

  • EP Wealth Advisors held 12,256 shares of CEMIG Preferred Shares worth $25.7K as of Q2 2026.
  • EP Wealth Advisors bought 32 CEMIG Preferred Shares shares in Q2 2026, an estimated $75.
  • CEMIG Preferred Shares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1703 holding.
  • EP Wealth Advisors first reported a position in CEMIG Preferred Shares in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's CEMIG Preferred Shares position peaked at $33K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.