CPG
ALE

Cornerstone Planning Group’s Allete ALE Stock Holding History

Cornerstone Planning Group’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
-45
Closed -$3.07K – 1712
2025
Q3 		$3.07K Buy
45
+38
+543% +$2.47K ﹤0.01% 1074
2025
Q2 		$462 Buy
+7
New +$455 ﹤0.01% 1323

Other funds holding ALE

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

Cornerstone Planning Group's ALE Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Allete (ALE) in Q4 2025, closing a stake of 45 shares — an estimated $3.07K sold.

Cornerstone Planning Group first reported a position in ALE in Q2 2025 and held it in 2 quarters. The position peaked at $3.07K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 45 Allete shares in Q4 2025, an estimated $3.07K.
  • Cornerstone Planning Group first reported a position in Allete in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Allete position peaked at $3.07K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.