Corient Private Wealth
ALE

Corient Private Wealth’s Allete ALE Stock Holding History

Corient Private Wealth’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
-49,473
Closed -$3.29M – 2720
2025
Q3 		$3.29M Sell
49,473
-625
-1% -$40.6K 0.01% 862
2025
Q2 		$3.21M Sell
50,098
-1,409
-3% -$91.6K ﹤0.01% 852
2025
Q1 		$3.38M Sell
51,507
-2,080
-4% -$136K 0.01% 803
2024
Q4 		$3.47M Sell
53,587
-600
-1% -$38.7K 0.01% 809
2024
Q3 		$3.48M Sell
54,187
-2,546
-4% -$162K 0.01% 869
2024
Q2 		$3.54M Sell
56,733
-6,520
-10% -$402K 0.01% 814
2024
Q1 		$3.77M Sell
63,253
-1,580
-2% -$92.8K 0.01% 790
2023
Q4 		$3.97M Buy
+64,833
New +$3.64M 0.01% 763

Other funds holding ALE

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

Corient Private Wealth's ALE Position: Q4 2025 in Review

Corient Private Wealth sold out of Allete (ALE) in Q4 2025, closing a stake of 49,473 shares — an estimated $3.29M sold.

Corient Private Wealth first reported a position in ALE in Q4 2023 and held it in 8 quarters. The position peaked at $3.97M in Q4 2023. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Corient Private Wealth reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 49,473 Allete shares in Q4 2025, an estimated $3.29M.
  • Corient Private Wealth first reported a position in Allete in Q4 2023 and held it in 8 quarters.
  • Corient Private Wealth's Allete position peaked at $3.97M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.