FLP Wealth Management’s Allete ALE Stock Holding History

FLP Wealth 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 Q1	–	Sell	-33	Closed	-$2.14K	–	74
2024 Q4	$2.14K	Buy	+33	New	+$2.13K	0.01%	378

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

FLP Wealth Management's ALE Position: Q1 2025 in Review

FLP Wealth Management sold out of Allete (ALE) in Q1 2025, closing a stake of 33 shares — an estimated $2.14K sold.

FLP Wealth Management first reported a position in ALE in Q4 2024 and held it in 1 quarter. The position peaked at $2.14K in Q4 2024. 338 funds tracked by Wall St. Rank hold ALE as of Q1 2025.

FLP Wealth Management reported no remaining Allete position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 33 Allete shares in Q1 2025, an estimated $2.14K.
FLP Wealth Management first reported a position in Allete in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Allete position peaked at $2.14K in Q4 2024.
338 funds tracked by Wall St. Rank held Allete as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.