Eagle Global Advisors’s Allete ALE Stock Holding History

Eagle Global Advisors’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 Q1	–	Sell	-30,760	Closed	-$1.99M	–	274
2024 Q4	$1.99M	Sell	30,760 -870	-3%	-$56.1K	0.08%	131
2024 Q3	$2.03M	Buy	+31,630	New	+$2.01M	0.1%	124

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Global Advisors's ALE Position: Q1 2025 in Review

Eagle Global Advisors sold out of Allete (ALE) in Q1 2025, closing a stake of 30,760 shares — an estimated $1.99M sold.

Eagle Global Advisors first reported a position in ALE in Q3 2024 and held it in 2 quarters. The position peaked at $2.03M in Q3 2024. 338 funds tracked by Wall St. Rank hold ALE as of Q1 2025.

Eagle Global Advisors reported no remaining Allete position as of Q1 2025 after selling out during the quarter.
Eagle Global Advisors sold 30,760 Allete shares in Q1 2025, an estimated $1.99M.
Eagle Global Advisors first reported a position in Allete in Q3 2024 and held it in 2 quarters.
Eagle Global Advisors's Allete position peaked at $2.03M in Q3 2024.
338 funds tracked by Wall St. Rank held Allete as of Q1 2025.

Based on Eagle Global Advisors's 13F filing for Q1 2025, filed 12 May 2025.