CAM
ALE

Congress Asset Management’s Allete ALE Stock Holding History

Congress Asset 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
Q1 		– Sell
-54,000
Closed -$3.5M – 368
2024
Q4 		$3.5M Buy
54,000
+4,735
+10% +$305K 0.02% 253
2024
Q3 		$3.16M Sell
49,265
-524
-1% -$33.4K 0.02% 254
2024
Q2 		$3.1M Buy
49,789
+31,358
+170% +$1.93M 0.02% 257
2024
Q1 		$1.1M Buy
18,431
+233
+1% +$13.7K 0.01% 299
2023
Q4 		$1.11M Buy
18,198
+35
+0.2% +$1.97K 0.01% 313
2023
Q3 		$959K Buy
18,163
+26
+0.1% +$1.46K 0.01% 312
2023
Q2 		$1.05M Buy
18,137
+233
+1% +$14.4K 0.01% 305
2023
Q1 		$1.15M Buy
17,904
+1,810
+11% +$113K 0.01% 304
2022
Q4 		$1.04M Buy
16,094
+219
+1% +$13K 0.01% 306
2022
Q3 		$795K Buy
15,875
+178
+1% +$10.6K 0.01% 310
2022
Q2 		$923K Hold
15,697
– – 0.01% 318
2022
Q1 		$1.05M Buy
15,697
+1,163
+8% +$74.8K 0.01% 314
2021
Q4 		$964K Buy
14,534
+4
+0% +$251 0.01% 314
2021
Q3 		$865K Buy
14,530
+1,025
+8% +$69.3K 0.01% 306
2021
Q2 		$945K Buy
13,505
+2,041
+18% +$142K 0.01% 308
2021
Q1 		$770K Buy
11,464
+1,285
+13% +$84.2K 0.01% 305
2020
Q4 		$630K Buy
10,179
+135
+1% +$7.65K 0.01% 301
2020
Q3 		$520K Hold
10,044
– – 0.01% 290
2020
Q2 		$549K Buy
10,044
+295
+3% +$16.7K 0.01% 282
2020
Q1 		$592K Sell
9,749
-1,680
-15% -$127K 0.01% 279
2019
Q4 		$928K Sell
11,429
-9,330
-45% -$772K 0.01% 284
2019
Q3 		$1.81M Sell
20,759
-9,865
-32% -$849K 0.02% 260
2019
Q2 		$2.55M Hold
30,624
– – 0.03% 257
2019
Q1 		$2.52M Sell
30,624
-502
-2% -$39.5K 0.03% 253
2018
Q4 		$2.37M Buy
31,126
+965
+3% +$74.7K 0.04% 255
2018
Q3 		$2.26M Buy
30,161
+3,235
+12% +$248K 0.03% 268
2018
Q2 		$2.08M Sell
26,926
-895
-3% -$67K 0.03% 264
2018
Q1 		$2.01M Buy
27,821
+518
+2% +$36.6K 0.03% 263
2017
Q4 		$2.03M Sell
27,303
-480
-2% -$37.3K 0.03% 261
2017
Q3 		$2.15M Buy
+27,783
New +$2.08M 0.03% 247

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Congress Asset Management's ALE Position: Q1 2025 in Review

Congress Asset Management sold out of Allete (ALE) in Q1 2025, closing a stake of 54,000 shares — an estimated $3.5M sold.

Congress Asset Management first reported a position in ALE in Q3 2017 and held it in 30 quarters. The position peaked at $3.5M in Q4 2024. 338 funds tracked by Wall St. Rank hold ALE as of Q1 2025.

  • Congress Asset Management reported no remaining Allete position as of Q1 2025 after selling out during the quarter.
  • Congress Asset Management sold 54,000 Allete shares in Q1 2025, an estimated $3.5M.
  • Congress Asset Management first reported a position in Allete in Q3 2017 and held it in 30 quarters.
  • Congress Asset Management's Allete position peaked at $3.5M in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Allete as of Q1 2025.

Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.