Harbor Asset Planning’s CEMIG Preferred Shares CIG Stock Holding History

Harbor Asset Planning’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 Q3	$17K	Buy	8,114 +78	+1%	+$163	0.01%	325
2026 Q2	$16.9K	Hold	8,036	–	–	0.01%	321
2026 Q1	$19.2K	Hold	8,036	–	–	0.02%	306
2025 Q4	$16.1K	Hold	8,036	–	–	0.01%	313
2025 Q3	$17K	Hold	8,036	–	–	0.02%	294
2025 Q2	$15.8K	Buy	+8,036	New	+$14.7K	0.02%	293

Other funds holding CIG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ativo Capital Management Chicago, Illinois $129M AUM 13.3% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.97% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Asset Planning's CIG Position: Q3 2026 in Review

Harbor Asset Planning increased its CEMIG Preferred Shares (CIG) stake by 0.97% in Q3 2026, buying an estimated $163 and bringing the position to 8,114 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #325.

Harbor Asset Planning first reported a position in CIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.2K in Q1 2026. 87 funds tracked by Wall St. Rank hold CIG as of Q3 2026.

Harbor Asset Planning held 8,114 shares of CEMIG Preferred Shares worth $17K as of Q3 2026.
Harbor Asset Planning bought 78 CEMIG Preferred Shares shares in Q3 2026, an estimated $163.
CEMIG Preferred Shares made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #325 holding.
Harbor Asset Planning first reported a position in CEMIG Preferred Shares in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's CEMIG Preferred Shares position peaked at $19.2K in Q1 2026.
87 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.