CFO
ALE

CVA Family Office’s Allete ALE Stock Holding History

CVA Family Office’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
-19
Closed -$1.26K – 1291
2025
Q3 		$1.26K Hold
19
– – ﹤0.01% 1088
2025
Q2 		$1.22K Hold
19
– – ﹤0.01% 1065
2025
Q1 		$1.25K Hold
19
– – ﹤0.01% 1068
2024
Q4 		$1.23K Hold
19
– – ﹤0.01% 1062
2024
Q3 		$1.22K Hold
19
– – ﹤0.01% 1050
2024
Q2 		$1.19K Buy
+19
New +$1.17K ﹤0.01% 1049

Other funds holding ALE

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

CVA Family Office's ALE Position: Q4 2025 in Review

CVA Family Office sold out of Allete (ALE) in Q4 2025, closing a stake of 19 shares — an estimated $1.26K sold.

CVA Family Office first reported a position in ALE in Q2 2024 and held it in 6 quarters. The position peaked at $1.26K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • CVA Family Office reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • CVA Family Office sold 19 Allete shares in Q4 2025, an estimated $1.26K.
  • CVA Family Office first reported a position in Allete in Q2 2024 and held it in 6 quarters.
  • CVA Family Office's Allete position peaked at $1.26K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on CVA Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.