EWA
ALE

EverSource Wealth Advisors’s Allete ALE Stock Holding History

EverSource 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
2025
Q4 		– Sell
-1,725
Closed -$115K – 4277
2025
Q3 		$115K Sell
1,725
-104
-6% -$6.75K ﹤0.01% 1208
2025
Q2 		$117K Buy
1,829
+1,128
+161% +$73.3K 0.01% 1113
2025
Q1 		$46.1K Buy
701
+174
+33% +$11.4K ﹤0.01% 1278
2024
Q4 		$34.1K Buy
527
+124
+31% +$8K ﹤0.01% 1362
2024
Q3 		$25.9K Buy
403
+26
+7% +$1.66K ﹤0.01% 1357
2024
Q2 		$24.3K Buy
377
+32
+9% +$1.97K ﹤0.01% 1409
2024
Q1 		$20.4K Sell
345
-80
-19% -$4.7K ﹤0.01% 1352
2023
Q4 		$26K Sell
425
-685
-62% -$38.5K ﹤0.01% 1126
2023
Q3 		$58.6K Sell
1,110
-12
-1% -$676 0.01% 753
2023
Q2 		$65K Buy
1,122
+192
+21% +$11.9K 0.01% 733
2023
Q1 		$59.9K Hold
930
– – 0.01% 725
2022
Q4 		$60K Buy
+930
New +$55.2K 0.01% 694

Other funds holding ALE

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

EverSource Wealth Advisors's ALE Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Allete (ALE) in Q4 2025, closing a stake of 1,725 shares — an estimated $115K sold.

EverSource Wealth Advisors first reported a position in ALE in Q4 2022 and held it in 12 quarters. The position peaked at $117K in Q2 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,725 Allete shares in Q4 2025, an estimated $115K.
  • EverSource Wealth Advisors first reported a position in Allete in Q4 2022 and held it in 12 quarters.
  • EverSource Wealth Advisors's Allete position peaked at $117K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.