CTWM
ALE

Cherry Tree Wealth Management’s Allete ALE Stock Holding History

Cherry Tree Wealth Management’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
-744
Closed -$49.4K – 590
2025
Q3 		$49.4K Hold
744
– – 0.01% 258
2025
Q2 		$47.7K Hold
744
– – 0.01% 260
2025
Q1 		$48.9K Buy
+744
New +$48.7K 0.01% 258

Other funds holding ALE

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

Cherry Tree Wealth Management's ALE Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 744 shares — an estimated $49.4K sold.

Cherry Tree Wealth Management first reported a position in ALE in Q1 2025 and held it in 3 quarters. The position peaked at $49.4K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 744 Allete shares in Q4 2025, an estimated $49.4K.
  • Cherry Tree Wealth Management first reported a position in Allete in Q1 2025 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Allete position peaked at $49.4K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.