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Root Financial Partners’s CEMIG Preferred Shares CIG Stock Holding History

Root Financial Partners’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 		– Sell
-33
Closed -$79 – 935
2026
Q1 		$79 Buy
+33
New +$73 ﹤0.01% 3318

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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

Root Financial Partners's CIG Position: Q2 2026 in Review

Root Financial Partners sold out of CEMIG Preferred Shares (CIG) in Q2 2026, closing a stake of 33 shares — an estimated $79 sold.

Root Financial Partners first reported a position in CIG in Q1 2026 and held it in 1 quarter. The position peaked at $79 in Q1 2026. 205 funds tracked by Wall St. Rank hold CIG as of Q2 2026.

  • Root Financial Partners reported no remaining CEMIG Preferred Shares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 CEMIG Preferred Shares shares in Q2 2026, an estimated $79.
  • Root Financial Partners first reported a position in CEMIG Preferred Shares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's CEMIG Preferred Shares position peaked at $79 in Q1 2026.
  • 205 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.