Emergent Wealth Advisors’s Allete ALE Stock Holding History

Emergent Wealth 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
2024 Q1	–	Sell	-5,165	Closed	-$316K	–	105
2023 Q4	$316K	Buy	+5,165	New	+$290K	0.29%	71

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Emergent Wealth Advisors's ALE Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Allete (ALE) in Q1 2024, closing a stake of 5,165 shares — an estimated $316K sold.

Emergent Wealth Advisors first reported a position in ALE in Q4 2023 and held it in 1 quarter. The position peaked at $316K in Q4 2023. 311 funds tracked by Wall St. Rank hold ALE as of Q1 2024.

Emergent Wealth Advisors reported no remaining Allete position as of Q1 2024 after selling out during the quarter.
Emergent Wealth Advisors sold 5,165 Allete shares in Q1 2024, an estimated $316K.
Emergent Wealth Advisors first reported a position in Allete in Q4 2023 and held it in 1 quarter.
Emergent Wealth Advisors's Allete position peaked at $316K in Q4 2023.
311 funds tracked by Wall St. Rank held Allete as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.