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

JFS 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	$654	Hold	311	–	–	﹤0.01%	1908
2026 Q1	$744	Sell	311 -274	-47%	-$603	﹤0.01%	1721
2025 Q4	$1.17K	Hold	585	–	–	﹤0.01%	1678
2025 Q3	$1.24K	Sell	585 -10	-2%	-$20	﹤0.01%	1572
2025 Q2	$1.17K	Sell	595 -2	-0.3%	-$4	﹤0.01%	1532
2025 Q1	$1.05K	Sell	597 -56	-9%	-$104	﹤0.01%	1633
2024 Q4	$1.16K	Hold	653	–	–	﹤0.01%	1647
2024 Q3	$1.35K	Hold	653	–	–	﹤0.01%	1624
2024 Q2	$1.15K	Sell	653 -1	-0.2%	-$2	﹤0.01%	1639
2024 Q1	$1.24K	Buy	654 +3	+0.5%	+$5	﹤0.01%	1601
2023 Q4	$1.16K	Buy	651 +2	+0.3%	+$4	﹤0.01%	1618
2023 Q3	$1.21K	Hold	649	–	–	﹤0.01%	1539
2023 Q2	$1.31K	Buy	649 +51	+9%	+$96	﹤0.01%	1520
2023 Q1	$1.03K	Buy	598 +4	+0.7%	+$6	﹤0.01%	1573
2022 Q4	$928	Sell	594 -193	-25%	-$310	﹤0.01%	1620
2022 Q3	$1K	Sell	787 -328	-29%	-$565	﹤0.01%	1507
2022 Q2	$2K	Buy	1,115 +206	+23%	+$361	﹤0.01%	1292
2022 Q1	$2K	Hold	909	–	–	﹤0.01%	1388
2021 Q4	$1K	Buy	+909	New	+$1.31K	﹤0.01%	1295

Other funds holding CIG

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return