Atria Wealth Solutions’s Allete ALE Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-3,238	Closed	-$213K	–	1472
2025 Q1	$213K	Buy	+3,238	New	+$212K	﹤0.01%	1685

Other funds holding ALE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

HCM

Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Atria Wealth Solutions's ALE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Allete (ALE) in Q2 2025, closing a stake of 3,238 shares — an estimated $213K sold.

Atria Wealth Solutions first reported a position in ALE in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 343 funds tracked by Wall St. Rank hold ALE as of Q2 2025.

Atria Wealth Solutions reported no remaining Allete position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,238 Allete shares in Q2 2025, an estimated $213K.
Atria Wealth Solutions first reported a position in Allete in Q1 2025 and held it in 1 quarter.
Atria Wealth Solutions's Allete position peaked at $213K in Q1 2025.
343 funds tracked by Wall St. Rank held Allete as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.