Envestnet Asset Management
ALE

Envestnet Asset Management’s Allete ALE Stock Holding History

Envestnet Asset 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
Q3 		– Sell
-3,167
Closed -$203K – 4510
2025
Q2 		$203K Sell
3,167
-27,308
-90% -$1.77M ﹤0.01% 4228
2025
Q1 		$2M Buy
30,475
+1,558
+5% +$102K ﹤0.01% 2726
2024
Q4 		$1.87M Buy
28,917
+1,902
+7% +$123K ﹤0.01% 2731
2024
Q3 		$1.73M Sell
27,015
-5,255
-16% -$335K ﹤0.01% 2760
2024
Q2 		$2.01M Sell
32,270
-2,221
-6% -$137K ﹤0.01% 2594
2024
Q1 		$2.06M Sell
34,491
-867
-2% -$50.9K ﹤0.01% 2555
2023
Q4 		$2.16M Sell
35,358
-17,657
-33% -$992K ﹤0.01% 2420
2023
Q3 		$2.8M Buy
53,015
+12,523
+31% +$705K ﹤0.01% 2172
2023
Q2 		$2.35M Buy
40,492
+2,328
+6% +$144K ﹤0.01% 2179
2023
Q1 		$2.46M Buy
38,164
+1,870
+5% +$117K ﹤0.01% 2069
2022
Q4 		$2.34M Sell
36,294
-9,018
-20% -$535K ﹤0.01% 2052
2022
Q3 		$2.27M Sell
45,312
-5,394
-11% -$321K ﹤0.01% 2008
2022
Q2 		$2.98M Buy
50,706
+3,461
+7% +$212K ﹤0.01% 1841
2022
Q1 		$3.16M Buy
47,245
+2,900
+7% +$186K ﹤0.01% 1910
2021
Q4 		$2.94M Buy
44,345
+12,360
+39% +$774K ﹤0.01% 1920
2021
Q3 		$1.9M Buy
31,985
+68
+0.2% +$4.6K ﹤0.01% 2116
2021
Q2 		$2.23M Sell
31,917
-449
-1% -$31.3K ﹤0.01% 1980
2021
Q1 		$2.17M Buy
32,366
+4,179
+15% +$274K ﹤0.01% 1886
2020
Q4 		$1.75M Sell
28,187
-2,447
-8% -$139K ﹤0.01% 1839
2020
Q3 		$1.58M Buy
30,634
+9,006
+42% +$502K ﹤0.01% 1746
2020
Q2 		$1.18M Sell
21,628
-1,757
-8% -$99.6K ﹤0.01% 1868
2020
Q1 		$1.42M Buy
23,385
+6,362
+37% +$481K ﹤0.01% 1605
2019
Q4 		$1.38M Buy
17,023
+1,357
+9% +$112K ﹤0.01% 1820
2019
Q3 		$1.37M Buy
15,666
+977
+7% +$84.1K ﹤0.01% 1762
2019
Q2 		$1.22M Buy
14,689
+670
+5% +$55.1K ﹤0.01% 1818
2019
Q1 		$1.15M Sell
14,019
-2,257
-14% -$178K ﹤0.01% 1813
2018
Q4 		$1.24M Buy
+16,276
New +$1.26M ﹤0.01% 1599
2018
Q3 		– Sell
-4,002
Closed -$310K – 1279
2018
Q2 		$310K Buy
4,002
+534
+15% +$40K ﹤0.01% 1495
2018
Q1 		$262K Buy
3,468
+276
+9% +$19.5K ﹤0.01% 1470
2017
Q4 		$237K Buy
3,192
+10
+0.3% +$778 ﹤0.01% 1759
2017
Q3 		$247K Buy
3,182
+743
+30% +$55.6K ﹤0.01% 1742
2017
Q2 		$174K Sell
2,439
-2,936
-55% -$208K ﹤0.01% 1919
2017
Q1 		$364K Buy
5,375
+1,257
+31% +$82.4K ﹤0.01% 1669
2016
Q4 		$264K Sell
4,118
-1,722
-29% -$105K ﹤0.01% 1768
2016
Q3 		$348K Sell
5,840
-1,418
-20% -$87.6K ﹤0.01% 1753
2016
Q2 		$469K Sell
7,258
-957
-12% -$55.2K ﹤0.01% 1677
2016
Q1 		$461K Buy
8,215
+2,706
+49% +$144K ﹤0.01% 1680
2015
Q4 		$280K Buy
5,509
+902
+20% +$45.8K ﹤0.01% 1872
2015
Q3 		$233K Buy
+4,607
New +$223K ﹤0.01% 1943
2015
Q1 		– Sell
-57
Closed -$3K – 2025
2014
Q4 		$3K Sell
57
-55
-49% -$2.81K ﹤0.01% 2235
2014
Q3 		$5K Sell
112
-282
-72% -$13.5K ﹤0.01% 2290
2014
Q2 		$20K Buy
394
+77
+24% +$3.87K ﹤0.01% 1754
2014
Q1 		$17K Sell
317
-118
-27% -$5.91K ﹤0.01% 1697
2013
Q4 		$22K Sell
435
-32
-7% -$1.58K ﹤0.01% 1469
2013
Q3 		$23K Sell
467
-23
-5% -$1.15K ﹤0.01% 1430
2013
Q2 		$24K Buy
+490
New +$24.2K ﹤0.01% 1376

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management's ALE Position: Q3 2025 in Review

Envestnet Asset Management sold out of Allete (ALE) in Q3 2025, closing a stake of 3,167 shares — an estimated $203K sold.

Envestnet Asset Management first reported a position in ALE in Q2 2013 and held it in 46 quarters. The position peaked at $3.16M in Q1 2022. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

  • Envestnet Asset Management reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 3,167 Allete shares in Q3 2025, an estimated $203K.
  • Envestnet Asset Management first reported a position in Allete in Q2 2013 and held it in 46 quarters.
  • Envestnet Asset Management's Allete position peaked at $3.16M in Q1 2022.
  • 353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.