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Pinnacle Wealth Planning Services’s CEMIG Preferred Shares CIG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$53.5K Sell
22,401
-3,138
-12% -$6.91K 0.01% 1159
2025
Q4 		$51.1K Hold
25,539
– – 0.01% 1184
2025
Q3 		$53.9K Buy
+25,539
New +$50.1K 0.01% 481
2025
Q2 		– Sell
-13,935
Closed -$24.5K – 460
2025
Q1 		$24.5K Buy
13,935
+3,799
+37% +$7.07K ﹤0.01% 397
2024
Q4 		$17.9K Buy
+10,136
New +$19.7K ﹤0.01% 388
2021
Q1 		– Sell
-940
Closed -$1K – 655
2020
Q4 		$1K Buy
+940
New +$1.14K ﹤0.01% 2083

Other funds holding CIG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return