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Gitterman Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		$340K Buy
161,340
+13,619
+9% +$26.7K 0.08% 74
2025
Q2 		$290K Sell
147,721
-3,883
-3% -$7.1K 0.07% 88
2025
Q1 		$267K Buy
151,604
+628
+0.4% +$1.17K 0.07% 84
2024
Q4 		$267K Buy
150,976
+11,115
+8% +$21.6K 0.11% 81
2024
Q3 		$288K Buy
139,861
+2,753
+2% +$5.49K 0.12% 68
2024
Q2 		$241K Buy
137,108
+841
+0.6% +$1.61K 0.09% 82
2024
Q1 		$259K Buy
136,267
+7,817
+6% +$14K 0.1% 72
2023
Q4 		$229K Sell
128,450
-2,465
-2% -$4.47K 0.1% 71
2023
Q3 		$244K Buy
130,915
+9,902
+8% +$19.1K 0.12% 52
2023
Q2 		$245K Sell
121,013
-7,656
-6% -$14.4K 0.11% 58
2023
Q1 		$222K Buy
128,669
+2,725
+2% +$4.34K 0.11% 67
2022
Q4 		$197K Buy
125,944
+641
+0.5% +$1.03K 0.1% 71
2022
Q3 		$197K Buy
125,303
+15,262
+14% +$26.3K 0.2% 58
2022
Q2 		$172K Sell
110,041
-8,386
-7% -$14.7K 0.16% 67
2022
Q1 		$226K Buy
118,427
+22,912
+24% +$34.7K 0.18% 77
2021
Q4 		$137K Buy
95,515
+5,046
+6% +$7.26K 0.1% 89
2021
Q3 		$135K Buy
90,469
+10,473
+13% +$14.7K 0.11% 71
2021
Q2 		$113K Buy
79,996
+40,512
+103% +$55.9K 0.09% 74
2021
Q1 		$48K Buy
+39,484
New +$50.5K 0.03% 65

Other funds holding CIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gitterman Wealth Management's CIG Position: Q3 2025 in Review

Gitterman Wealth Management increased its CEMIG Preferred Shares (CIG) stake by 9.2% in Q3 2025, buying an estimated $26.7K and bringing the position to 161,340 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #74.

Gitterman Wealth Management first reported a position in CIG in Q1 2021 and has held it in 19 quarters since. 182 funds tracked by Wall St. Rank hold CIG as of Q3 2025.

  • Gitterman Wealth Management held 161,340 shares of CEMIG Preferred Shares worth $340K as of Q3 2025.
  • Gitterman Wealth Management bought 13,619 CEMIG Preferred Shares shares in Q3 2025, an estimated $26.7K.
  • CEMIG Preferred Shares made up 0.08% of Gitterman Wealth Management's portfolio in Q3 2025, its #74 holding.
  • Gitterman Wealth Management first reported a position in CEMIG Preferred Shares in Q1 2021 and has held it in 19 quarters since.
  • 182 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.