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

EverSource 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	$29.9K	Sell	14,258 -18,253	-56%	-$42.5K	﹤0.01%	2149
2026 Q1	$77.7K	Buy	32,511 +6,617	+26%	+$14.6K	﹤0.01%	1581
2025 Q4	$51.8K	Buy	25,894 +3,327	+15%	+$6.82K	﹤0.01%	1726
2025 Q3	$47.6K	Sell	22,567 -1,081	-5%	-$2.12K	﹤0.01%	1749
2025 Q2	$46.4K	Buy	23,648 +16,354	+224%	+$29.9K	﹤0.01%	1673
2025 Q1	$12.8K	Sell	7,294 -704	-9%	-$1.31K	﹤0.01%	1970
2024 Q4	$14.2K	Sell	7,998 -1,894	-19%	-$3.68K	﹤0.01%	1819
2024 Q3	$20.4K	Buy	9,892 +643	+7%	+$1.28K	﹤0.01%	1475
2024 Q2	$17.6K	Buy	9,249 +1,895	+26%	+$3.63K	﹤0.01%	1568
2024 Q1	$13.6K	Buy	7,354 +3,594	+96%	+$6.44K	﹤0.01%	1546
2023 Q4	$6.71K	Buy	3,760 +3,101	+471%	+$5.62K	﹤0.01%	1739
2023 Q3	$1.23K	Sell	659 -1,576	-71%	-$3.04K	﹤0.01%	2143
2023 Q2	$4.52K	Hold	2,235	–	–	﹤0.01%	1768
2023 Q1	$3.85K	Hold	2,235	–	–	﹤0.01%	1728
2022 Q4	$3.49K	Hold	2,235	–	–	﹤0.01%	1728
2022 Q3	$3K	Hold	2,235	–	–	﹤0.01%	1515
2022 Q2	$3K	Sell	2,235 -1	-0%	-$2	﹤0.01%	1385
2022 Q1	$4K	Hold	2,236	–	–	﹤0.01%	1318
2021 Q4	$3K	Buy	+2,236	New	+$3.22K	﹤0.01%	1401

Other funds holding CIG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its CEMIG Preferred Shares (CIG) stake by 56% in Q2 2026, selling an estimated $42.5K and leaving 14,258 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

EverSource Wealth Advisors first reported a position in CIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $77.7K in Q1 2026. 206 funds tracked by Wall St. Rank hold CIG as of Q2 2026.

EverSource Wealth Advisors held 14,258 shares of CEMIG Preferred Shares worth $29.9K as of Q2 2026.
EverSource Wealth Advisors sold 18,253 CEMIG Preferred Shares shares in Q2 2026, an estimated $42.5K.
CEMIG Preferred Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2149 holding.
EverSource Wealth Advisors first reported a position in CEMIG Preferred Shares in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's CEMIG Preferred Shares position peaked at $77.7K in Q1 2026.
206 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.