Plan A Wealth’s CEMIG Preferred Shares CIG Stock Holding History

Plan A Wealth’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	$278K	Buy	132,265 +11,091	+9%	+$23.2K	0.1%	147
2026 Q2	$254K	Buy	+121,174	New	+$282K	0.11%	148

Other funds holding CIG

FFA

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Plan A Wealth's CIG Position: Q3 2026 in Review

Plan A Wealth increased its CEMIG Preferred Shares (CIG) stake by 9.2% in Q3 2026, buying an estimated $23.2K and bringing the position to 132,265 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #147.

Plan A Wealth first reported a position in CIG in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CIG as of Q3 2026.

Plan A Wealth held 132,265 shares of CEMIG Preferred Shares worth $278K as of Q3 2026.
Plan A Wealth bought 11,091 CEMIG Preferred Shares shares in Q3 2026, an estimated $23.2K.
CEMIG Preferred Shares made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #147 holding.
Plan A Wealth first reported a position in CEMIG Preferred Shares in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.