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

Modern 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
2026
Q2 		$102K Sell
48,796
-286
-0.6% -$666 ﹤0.01% 1074
2026
Q1 		$119K Buy
49,082
+286
+0.6% +$630 ﹤0.01% 859
2025
Q4 		$97.6K Sell
48,796
-80
-0.2% -$164 ﹤0.01% 833
2025
Q3 		$103K Buy
48,876
+2,030
+4% +$3.98K ﹤0.01% 793
2025
Q2 		$91.8K Buy
+46,846
New +$85.7K ﹤0.01% 764

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

Modern Wealth Management's CIG Position: Q2 2026 in Review

Modern Wealth Management reduced its CEMIG Preferred Shares (CIG) stake by 0.58% in Q2 2026, selling an estimated $666 and leaving 48,796 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Modern Wealth Management first reported a position in CIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $119K in Q1 2026. 206 funds tracked by Wall St. Rank hold CIG as of Q2 2026.

  • Modern Wealth Management held 48,796 shares of CEMIG Preferred Shares worth $102K as of Q2 2026.
  • Modern Wealth Management sold 286 CEMIG Preferred Shares shares in Q2 2026, an estimated $666.
  • CEMIG Preferred Shares made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1074 holding.
  • Modern Wealth Management first reported a position in CEMIG Preferred Shares in Q2 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's CEMIG Preferred Shares position peaked at $119K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.