Avantax Planning Partners’s Allete ALE Stock Holding History

Avantax Planning Partners’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	-3,299	Closed	-$219K	–	438
2025 Q3	$219K	Sell	3,299 -37	-1%	-$2.4K	0.01%	404
2025 Q2	$214K	Sell	3,336 -355	-10%	-$23.1K	0.01%	420
2025 Q1	$242K	Buy	+3,691	New	+$242K	0.01%	376
2018 Q4	–	Sell	-892	Closed	-$67K	–	309
2018 Q3	$67K	Buy	+892	New	+$68.4K	0.01%	425
2018 Q2	–	Sell	-327	Closed	-$24K	–	280
2018 Q1	$24K	Buy	+327	New	+$23.1K	﹤0.01%	705

Other funds holding ALE

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

Avantax Planning Partners's ALE Position: Q4 2025 in Review

Avantax Planning Partners sold out of Allete (ALE) in Q4 2025, closing a stake of 3,299 shares — an estimated $219K sold.

Avantax Planning Partners first reported a position in ALE in Q1 2018 and held it in 5 quarters. The position peaked at $242K in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Avantax Planning Partners reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 3,299 Allete shares in Q4 2025, an estimated $219K.
Avantax Planning Partners first reported a position in Allete in Q1 2018 and held it in 5 quarters.
Avantax Planning Partners's Allete position peaked at $242K in Q1 2025.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.