Carson Wealth (CWM LLC)’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-14,035
| Closed | -$932K | – | 5351 |
|
|
2025
Q3 | $932K | Buy |
14,035
+2,121
| +18% | +$138K | ﹤0.01% | 1451 |
|
|
2025
Q2 | $763K | Buy |
11,914
+5,582
| +88% | +$363K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $416K | Buy |
6,332
+2,084
| +49% | +$137K | ﹤0.01% | 1530 |
|
|
2024
Q4 | $275K | Sell |
4,248
-104
| -2% | -$6.71K | ﹤0.01% | 1646 |
|
|
2024
Q3 | $279K | Buy |
4,352
+525
| +14% | +$33.4K | ﹤0.01% | 1585 |
|
|
2024
Q2 | $239K | Buy |
3,827
+420
| +12% | +$25.9K | ﹤0.01% | 1491 |
|
|
2024
Q1 | $203K | Buy |
3,407
+634
| +23% | +$37.2K | ﹤0.01% | 1516 |
|
|
2023
Q4 | $170K | Buy |
2,773
+1,899
| +217% | +$107K | ﹤0.01% | 1486 |
|
|
2023
Q3 | $46K | Sell |
874
-134
| -13% | -$7.54K | ﹤0.01% | 2111 |
|
|
2023
Q2 | $58K | Buy |
1,008
+204
| +25% | +$12.6K | ﹤0.01% | 1868 |
|
|
2023
Q1 | $52K | Buy |
804
+16
| +2% | +$1K | ﹤0.01% | 1843 |
|
|
2022
Q4 | $51K | Sell |
788
-115
| -13% | -$6.82K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $45K | Sell |
903
-178
| -16% | -$10.6K | ﹤0.01% | 1705 |
|
|
2022
Q2 | $64K | Buy |
1,081
+203
| +23% | +$12.4K | ﹤0.01% | 1508 |
|
|
2022
Q1 | $59K | Buy |
878
+95
| +12% | +$6.11K | ﹤0.01% | 1531 |
|
|
2021
Q4 | $52K | Buy |
+783
| New | +$49.1K | ﹤0.01% | 1550 |
|
|
2021
Q2 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2021
Q1 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q4 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q3 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q2 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2020
Q1 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q4 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q3 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q2 | $49K | Hold |
707
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q1 | $49K | Buy |
707
+495
| +233% | +$39K | ﹤0.01% | 1406 |
|
|
2018
Q4 | $16K | Sell |
212
-2
| -0.9% | -$155 | ﹤0.01% | 1193 |
|
|
2018
Q3 | $16K | Sell |
214
-12
| -5% | -$921 | ﹤0.01% | 1004 |
|
|
2018
Q2 | $17K | Buy |
226
+12
| +6% | +$899 | ﹤0.01% | 866 |
|
|
2018
Q1 | $15K | Hold |
214
| – | – | ﹤0.01% | 761 |
|
|
2017
Q4 | $16K | Sell |
214
-181
| -46% | -$14.1K | ﹤0.01% | 745 |
|
|
2017
Q3 | $31K | Buy |
395
+181
| +85% | +$13.5K | ﹤0.01% | 614 |
|
|
2017
Q2 | $15K | Hold |
214
| – | – | ﹤0.01% | 687 |
|
|
2017
Q1 | $14K | Buy |
214
+14
| +7% | +$917 | ﹤0.01% | 678 |
|
|
2016
Q4 | $13K | Buy |
+200
| New | +$12.2K | ﹤0.01% | 677 |
|
Other funds holding ALE
Carson Wealth (CWM LLC)'s ALE Position: Q4 2025 in Review
Carson Wealth (CWM LLC) sold out of Allete (ALE) in Q4 2025, closing a stake of 14,035 shares — an estimated $932K sold.
Carson Wealth (CWM LLC) first reported a position in ALE in Q4 2016 and held it in 35 quarters. The position peaked at $932K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.
- Carson Wealth (CWM LLC) reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 14,035 Allete shares in Q4 2025, an estimated $932K.
- Carson Wealth (CWM LLC) first reported a position in Allete in Q4 2016 and held it in 35 quarters.
- Carson Wealth (CWM LLC)'s Allete position peaked at $932K in Q3 2025.
- 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.