AWM
ALE

Accurate Wealth Management’s Allete ALE Stock Holding History

Accurate Wealth Management’s Portfolio ALE Stock Details ALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,207
Closed -$216K – 507
2025
Q3 		$216K Buy
+3,207
New +$208K 0.03% 465
2023
Q1 		– Sell
-42
Closed -$2.75K – 283
2022
Q4 		$2.75K Buy
+42
New +$2.49K ﹤0.01% 1137

Other funds holding ALE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accurate Wealth Management's ALE Position: Q4 2025 in Review

Accurate Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 3,207 shares — an estimated $216K sold.

Accurate Wealth Management first reported a position in ALE in Q4 2022 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Accurate Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 3,207 Allete shares in Q4 2025, an estimated $216K.
  • Accurate Wealth Management first reported a position in Allete in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's Allete position peaked at $216K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.