AW
ALE

Avion Wealth’s Allete ALE Stock Holding History

Avion Wealth’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
-24
Closed -$1K – 1195
2025
Q3 		$1K Buy
24
+8
+50% +$520 ﹤0.01% 935
2025
Q2 		$1K Buy
16
+8
+100% +$520 ﹤0.01% 892
2025
Q1 		$0 Buy
+8
New +$524 ﹤0.01% 983

Other funds holding ALE

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

Avion Wealth's ALE Position: Q4 2025 in Review

Avion Wealth sold out of Allete (ALE) in Q4 2025, closing a stake of 24 shares — an estimated $1K sold.

Avion Wealth first reported a position in ALE in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Avion Wealth reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 24 Allete shares in Q4 2025, an estimated $1K.
  • Avion Wealth first reported a position in Allete in Q1 2025 and held it in 3 quarters.
  • Avion Wealth's Allete position peaked at $1K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.