DWM
ALE

Dakota Wealth Management’s Allete ALE Stock Holding History

Dakota Wealth Management’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
-3,669
Closed -$244K – 779
2025
Q3 		$244K Sell
3,669
-5,429
-60% -$353K ﹤0.01% 589
2025
Q2 		$583K Hold
9,098
– – 0.01% 493
2025
Q1 		$598K Sell
9,098
-265
-3% -$17.4K 0.01% 480
2024
Q4 		$607K Buy
9,363
+56
+0.6% +$3.61K 0.01% 469
2024
Q3 		$597K Buy
9,307
+57
+0.6% +$3.63K 0.01% 477
2024
Q2 		$577K Sell
9,250
-1,564
-14% -$96.3K 0.01% 482
2024
Q1 		$645K Buy
+10,814
New +$635K 0.02% 457

Other funds holding ALE

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

Dakota Wealth Management's ALE Position: Q4 2025 in Review

Dakota Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 3,669 shares — an estimated $244K sold.

Dakota Wealth Management first reported a position in ALE in Q1 2024 and held it in 7 quarters. The position peaked at $645K in Q1 2024. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Dakota Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 3,669 Allete shares in Q4 2025, an estimated $244K.
  • Dakota Wealth Management first reported a position in Allete in Q1 2024 and held it in 7 quarters.
  • Dakota Wealth Management's Allete position peaked at $645K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.