Dimensional Fund Advisors’s Allete ALE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-961,880
Closed -$63.9M 3245
2025
Q3
$63.9M Sell
961,880
-30
-0% -$1.95K 0.01% 1383
2025
Q2
$61.6M Buy
961,910
+40
+0% +$2.6K 0.01% 1371
2025
Q1
$63.2M Buy
961,870
+10,813
+1% +$708K 0.02% 1317
2024
Q4
$61.6M Sell
951,057
-7,005
-0.7% -$452K 0.01% 1393
2024
Q3
$61.5M Sell
958,062
-6,131
-0.6% -$391K 0.01% 1380
2024
Q2
$60.1M Buy
964,193
+52,499
+6% +$3.23M 0.02% 1343
2024
Q1
$54.4M Buy
911,694
+22,963
+3% +$1.35M 0.01% 1397
2023
Q4
$54.4M Buy
888,731
+24,690
+3% +$1.39M 0.02% 1381
2023
Q3
$45.6M Buy
864,041
+80,891
+10% +$4.55M 0.02% 1406
2023
Q2
$45.4M Buy
783,150
+26,699
+4% +$1.65M 0.01% 1421
2023
Q1
$48.7M Buy
756,451
+26,497
+4% +$1.66M 0.02% 1341
2022
Q4
$47.1K Buy
729,954
+32,719
+5% +$1.94M 0.01% 1348
2022
Q3
$34.9M Buy
697,235
+14,592
+2% +$868K 0.01% 1483
2022
Q2
$40.1M Buy
682,643
+24,099
+4% +$1.47M 0.01% 1457
2022
Q1
$44.1M Buy
658,544
+5,858
+0.9% +$377K 0.01% 1507
2021
Q4
$43.3M Buy
652,686
+13,052
+2% +$818K 0.01% 1513
2021
Q3
$38.1M Buy
639,634
+36,830
+6% +$2.49M 0.01% 1609
2021
Q2
$42.2M Sell
602,804
-62,115
-9% -$4.33M 0.01% 1575
2021
Q1
$44.7M Sell
664,919
-17,907
-3% -$1.17M 0.01% 1538
2020
Q4
$42.3M Sell
682,826
-40,669
-6% -$2.3M 0.02% 1507
2020
Q3
$37.4M Sell
723,495
-27,104
-4% -$1.51M 0.02% 1432
2020
Q2
$41M Sell
750,599
-24,501
-3% -$1.39M 0.02% 1373
2020
Q1
$47M Sell
775,100
-15,960
-2% -$1.21M 0.02% 1078
2019
Q4
$64.2M Sell
791,060
-10,156
-1% -$840K 0.02% 1184
2019
Q3
$70M Sell
801,216
-7,083
-0.9% -$610K 0.03% 1026
2019
Q2
$67.3M Sell
808,299
-98,431
-11% -$8.1M 0.03% 1096
2019
Q1
$74.6M Sell
906,730
-77,436
-8% -$6.1M 0.03% 944
2018
Q4
$75M Buy
984,166
+3,176
+0.3% +$246K 0.03% 810
2018
Q3
$73.6M Sell
980,990
-2,054
-0.2% -$158K 0.03% 1006
2018
Q2
$76.1M Buy
983,044
+45,237
+5% +$3.39M 0.03% 922
2018
Q1
$67.8M Buy
937,807
+30,595
+3% +$2.16M 0.03% 989
2017
Q4
$67.5M Sell
907,212
-47,158
-5% -$3.67M 0.03% 991
2017
Q3
$73.8M Sell
954,370
-9,631
-1% -$721K 0.03% 840
2017
Q2
$69.1M Sell
964,001
-9,826
-1% -$698K 0.03% 854
2017
Q1
$65.9M Buy
973,827
+16,200
+2% +$1.06M 0.03% 857
2016
Q4
$61.5M Buy
957,627
+11,801
+1% +$721K 0.03% 891
2016
Q3
$56.4M Buy
945,826
+9,782
+1% +$604K 0.03% 916
2016
Q2
$60.5M Buy
936,044
+10,152
+1% +$586K 0.03% 769
2016
Q1
$51.9M Buy
925,892
+74,770
+9% +$3.99M 0.03% 883
2015
Q4
$43.3M Buy
851,122
+5,498
+0.7% +$279K 0.03% 1001
2015
Q3
$42.7M Buy
845,624
+21,644
+3% +$1.05M 0.03% 947
2015
Q2
$38.2M Buy
823,980
+64,553
+9% +$3.21M 0.02% 1157
2015
Q1
$40.1M Buy
759,427
+87,173
+13% +$4.79M 0.03% 1062
2014
Q4
$37.1M Buy
672,254
+36,149
+6% +$1.85M 0.02% 1076
2014
Q3
$28.2M Buy
636,105
+23,333
+4% +$1.12M 0.02% 1224
2014
Q2
$31.5M Buy
612,772
+58,664
+11% +$2.95M 0.02% 1154
2014
Q1
$29M Buy
554,108
+37,174
+7% +$1.86M 0.02% 1159
2013
Q4
$25.8M Buy
516,934
+23,070
+5% +$1.14M 0.02% 1252
2013
Q3
$23.9M Buy
493,864
+29,458
+6% +$1.47M 0.02% 1209
2013
Q2
$23.1M Buy
+464,406
New +$23M 0.02% 1106

Other funds holding ALE

Dimensional Fund Advisors's ALE Position: Q4 2025 in Review

Dimensional Fund Advisors sold out of Allete (ALE) in Q4 2025, closing a stake of 961,880 shares — an estimated $63.9M sold.

Dimensional Fund Advisors first reported a position in ALE in Q2 2013 and held it in 50 quarters. The position peaked at $76.1M in Q2 2018. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Dimensional Fund Advisors reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 961,880 Allete shares in Q4 2025, an estimated $63.9M.
  • Dimensional Fund Advisors first reported a position in Allete in Q2 2013 and held it in 50 quarters.
  • Dimensional Fund Advisors's Allete position peaked at $76.1M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Dimensional Fund Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.