CAL
ALE

Capital Advisors Ltd’s Allete ALE Stock Holding History

Capital Advisors Ltd’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
-115
Closed -$8K – 1324
2025
Q3 		$8K Sell
115
-77
-40% -$5K ﹤0.01% 837
2025
Q2 		$12K Buy
192
+55
+40% +$3.57K ﹤0.01% 739
2025
Q1 		$9K Buy
137
+22
+19% +$1.44K ﹤0.01% 785
2024
Q4 		$7K Hold
115
– – ﹤0.01% 846
2024
Q3 		$7K Hold
115
– – ﹤0.01% 841
2024
Q2 		$7K Sell
115
-78
-40% -$4.8K ﹤0.01% 813
2024
Q1 		$12K Sell
193
-140
-42% -$8.22K ﹤0.01% 675
2023
Q4 		$20K Sell
333
-64
-16% -$3.59K ﹤0.01% 561
2023
Q3 		$21K Buy
397
+7
+2% +$394 ﹤0.01% 541
2023
Q2 		$23K Buy
390
+272
+231% +$16.8K ﹤0.01% 539
2023
Q1 		$8K Sell
118
-272
-70% -$17K ﹤0.01% 585
2022
Q4 		$4K Buy
+390
New +$23.1K ﹤0.01% 687

Other funds holding ALE

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

Capital Advisors Ltd's ALE Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Allete (ALE) in Q4 2025, closing a stake of 115 shares — an estimated $8K sold.

Capital Advisors Ltd first reported a position in ALE in Q4 2022 and held it in 12 quarters. The position peaked at $23K in Q2 2023. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 115 Allete shares in Q4 2025, an estimated $8K.
  • Capital Advisors Ltd first reported a position in Allete in Q4 2022 and held it in 12 quarters.
  • Capital Advisors Ltd's Allete position peaked at $23K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.