VWA
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Valued Wealth Advisors’s CEMIG Preferred Shares CIG Stock Holding History

Valued 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
Q1 		$3.18K Hold
1,329
– – ﹤0.01% 471
2025
Q4 		$2.85K Hold
1,329
– – ﹤0.01% 370
2025
Q3 		$2.81K Hold
1,329
– – ﹤0.01% 353
2025
Q2 		$2.77K Hold
1,329
– – ﹤0.01% 349
2025
Q1 		$2.34K Hold
1,329
– – ﹤0.01% 397
2024
Q4 		$2.39K Hold
1,329
– – ﹤0.01% 389
2024
Q3 		$2.78K Hold
1,329
– – ﹤0.01% 342
2024
Q2 		$2.34K Sell
1,329
-1
-0.1% -$2 ﹤0.01% 351
2024
Q1 		$2.53K Hold
1,330
– – ﹤0.01% 330
2023
Q4 		$2.48K Buy
+1,330
New +$2.41K ﹤0.01% 277

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