Clearstead Advisors’s Allete ALE Stock Holding History

Clearstead Advisors’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	-220	Closed	-$14.6K	–	2753
2025 Q3	$14.6K	Buy	220 +86	+64%	+$5.59K	﹤0.01%	1777
2025 Q2	$8.59K	Buy	134 +109	+436%	+$7.08K	﹤0.01%	1932
2025 Q1	$1.64K	Buy	+25	New	+$1.64K	﹤0.01%	1930

Other funds holding ALE

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

Clearstead Advisors's ALE Position: Q4 2025 in Review

Clearstead Advisors sold out of Allete (ALE) in Q4 2025, closing a stake of 220 shares — an estimated $14.6K sold.

Clearstead Advisors first reported a position in ALE in Q1 2025 and held it in 3 quarters. The position peaked at $14.6K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Clearstead Advisors reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 220 Allete shares in Q4 2025, an estimated $14.6K.
Clearstead Advisors first reported a position in Allete in Q1 2025 and held it in 3 quarters.
Clearstead Advisors's Allete position peaked at $14.6K in Q3 2025.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.