CI
ALE

CX Institutional’s Allete ALE Stock Holding History

CX Institutional’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
-445
Closed -$30K – 1518
2025
Q3 		$30K Buy
445
+179
+67% +$11.6K ﹤0.01% 1030
2025
Q2 		$17K Hold
266
– – ﹤0.01% 980
2025
Q1 		$17K Buy
+266
New +$17.4K ﹤0.01% 960
2022
Q3 		– Sell
-266
Closed -$16K – 476
2022
Q2 		$16K Buy
+266
New +$16.3K ﹤0.01% 875

Other funds holding ALE

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

CX Institutional's ALE Position: Q4 2025 in Review

CX Institutional sold out of Allete (ALE) in Q4 2025, closing a stake of 445 shares — an estimated $30K sold.

CX Institutional first reported a position in ALE in Q2 2022 and held it in 4 quarters. The position peaked at $30K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • CX Institutional reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 445 Allete shares in Q4 2025, an estimated $30K.
  • CX Institutional first reported a position in Allete in Q2 2022 and held it in 4 quarters.
  • CX Institutional's Allete position peaked at $30K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.