Creative Planning
ALE

Creative Planning’s Allete ALE Stock Holding History

Creative Planning’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
-23,449
Closed -$1.56M – 3903
2025
Q3 		$1.56M Buy
23,449
+2,659
+13% +$173K ﹤0.01% 1747
2025
Q2 		$1.33M Buy
20,790
+416
+2% +$27K ﹤0.01% 1634
2025
Q1 		$1.34M Sell
20,374
-969
-5% -$63.5K ﹤0.01% 1489
2024
Q4 		$1.38M Sell
21,343
-620
-3% -$40K ﹤0.01% 1398
2024
Q3 		$1.41M Buy
21,963
+991
+5% +$63.1K ﹤0.01% 1278
2024
Q2 		$1.31M Buy
20,972
+14,076
+204% +$867K ﹤0.01% 1229
2024
Q1 		$411K Buy
6,896
+596
+9% +$35K ﹤0.01% 2007
2023
Q4 		$385K Sell
6,300
-638
-9% -$35.8K ﹤0.01% 1895
2023
Q3 		$366K Buy
6,938
+2,037
+42% +$115K ﹤0.01% 1777
2023
Q2 		$284K Buy
4,901
+205
+4% +$12.7K ﹤0.01% 1949
2023
Q1 		$302K Buy
4,696
+396
+9% +$24.8K ﹤0.01% 1817
2022
Q4 		$277K Buy
+4,300
New +$255K ﹤0.01% 1774
2022
Q2 		– Sell
-35
Closed -$2K – 2280
2022
Q1 		$2K Buy
+35
New +$2.25K ﹤0.01% 2292
2021
Q2 		– Sell
-15,110
Closed -$1.01M – 2071
2021
Q1 		$1.01M Sell
15,110
-85
-0.6% -$5.57K ﹤0.01% 1015
2020
Q4 		$941K Buy
15,195
+322
+2% +$18.2K ﹤0.01% 984
2020
Q3 		$770K Buy
14,873
+447
+3% +$24.9K ﹤0.01% 910
2020
Q2 		$788K Sell
14,426
-46
-0.3% -$2.61K ﹤0.01% 834
2020
Q1 		$878K Sell
14,472
-1,354
-9% -$102K ﹤0.01% 700
2019
Q4 		$1.28M Sell
15,826
-445
-3% -$36.8K ﹤0.01% 677
2019
Q3 		$1.42M Sell
16,271
-336
-2% -$28.9K ﹤0.01% 605
2019
Q2 		$1.38M Hold
16,607
– – ﹤0.01% 623
2019
Q1 		$1.37M Buy
16,607
+610
+4% +$48K ﹤0.01% 610
2018
Q4 		$1.22M Sell
15,997
-30
-0.2% -$2.32K 0.01% 596
2018
Q3 		$1.2M Buy
16,027
+1,068
+7% +$82K ﹤0.01% 687
2018
Q2 		$1.16M Buy
14,959
+141
+1% +$10.6K ﹤0.01% 676
2018
Q1 		$1.07M Buy
14,818
+553
+4% +$39.1K ﹤0.01% 698
2017
Q4 		$1.06M Buy
14,265
+435
+3% +$33.8K ﹤0.01% 704
2017
Q3 		$1.07M Sell
13,830
-285
-2% -$21.3K 0.01% 684
2017
Q2 		$1.01M Buy
14,115
+178
+1% +$12.6K 0.01% 686
2017
Q1 		$944K Buy
13,937
+500
+4% +$32.8K 0.01% 702
2016
Q4 		$863K Hold
13,437
– – 0.01% 681
2016
Q3 		$801K Buy
13,437
+188
+1% +$11.6K 0.01% 687
2016
Q2 		$856K Hold
13,249
– – 0.01% 561
2016
Q1 		$743K Buy
13,249
+166
+1% +$8.85K 0.01% 591
2015
Q4 		$665K Sell
13,083
-514
-4% -$26.1K 0.01% 640
2015
Q3 		$687K Buy
+13,597
New +$659K 0.01% 610
2015
Q2 		– Sell
-567
Closed -$30K – 1155
2015
Q1 		$30K Sell
567
-100
-15% -$5.49K ﹤0.01% 2395
2014
Q4 		$37K Sell
667
-300
-31% -$15.3K ﹤0.01% 2190
2014
Q3 		$43K Buy
967
+537
+125% +$25.7K ﹤0.01% 2020
2014
Q2 		$22K Sell
430
-38
-8% -$1.91K ﹤0.01% 2418
2014
Q1 		$25K Sell
468
-233
-33% -$11.7K ﹤0.01% 2242
2013
Q4 		$35K Buy
701
+374
+114% +$18.5K ﹤0.01% 1820
2013
Q3 		$16K Sell
327
-50
-13% -$2.49K ﹤0.01% 2206
2013
Q2 		$19K Buy
+377
New +$18.6K ﹤0.01% 1946

Other funds holding ALE

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

Creative Planning's ALE Position: Q4 2025 in Review

Creative Planning sold out of Allete (ALE) in Q4 2025, closing a stake of 23,449 shares — an estimated $1.56M sold.

Creative Planning first reported a position in ALE in Q2 2013 and held it in 44 quarters. The position peaked at $1.56M in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Creative Planning reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 23,449 Allete shares in Q4 2025, an estimated $1.56M.
  • Creative Planning first reported a position in Allete in Q2 2013 and held it in 44 quarters.
  • Creative Planning's Allete position peaked at $1.56M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.