Cerity Partners’s Allete ALE Stock Holding History

Cerity 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	-15,896	Closed	-$1.06M	–	2878
2025 Q3	$1.06M	Buy	15,896 +9,270	+140%	+$602K	﹤0.01%	1579
2025 Q2	$425K	Buy	6,626 +2,353	+55%	+$153K	﹤0.01%	1954
2025 Q1	$281K	Sell	4,273 -23,513	-85%	-$1.54M	﹤0.01%	2053
2024 Q4	$1.8M	Buy	27,786 +706	+3%	+$45.5K	﹤0.01%	1155
2024 Q3	$1.74M	Buy	27,080 +451	+2%	+$28.7K	﹤0.01%	1152
2024 Q2	$1.66M	Sell	26,629 -249	-0.9%	-$15.3K	﹤0.01%	994
2024 Q1	$1.6M	Buy	+26,878	New	+$1.58M	﹤0.01%	1068

Other funds holding ALE

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

Cerity Partners's ALE Position: Q4 2025 in Review

Cerity Partners sold out of Allete (ALE) in Q4 2025, closing a stake of 15,896 shares — an estimated $1.06M sold.

Cerity Partners first reported a position in ALE in Q1 2024 and held it in 7 quarters. The position peaked at $1.8M in Q4 2024. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Cerity Partners reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 15,896 Allete shares in Q4 2025, an estimated $1.06M.
Cerity Partners first reported a position in Allete in Q1 2024 and held it in 7 quarters.
Cerity Partners's Allete position peaked at $1.8M in Q4 2024.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.