Garde Capital’s Allete ALE Stock Holding History

Garde Capital’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	-100	Closed	-$6.41K	–	263
2025 Q2	$6.41K	Hold	100	–	–	﹤0.01%	545
2025 Q1	$6.57K	Buy	+100	New	+$6.55K	﹤0.01%	524

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Garde Capital's ALE Position: Q3 2025 in Review

Garde Capital sold out of Allete (ALE) in Q3 2025, closing a stake of 100 shares — an estimated $6.41K sold.

Garde Capital first reported a position in ALE in Q1 2025 and held it in 2 quarters. The position peaked at $6.57K in Q1 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

Garde Capital reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 100 Allete shares in Q3 2025, an estimated $6.41K.
Garde Capital first reported a position in Allete in Q1 2025 and held it in 2 quarters.
Garde Capital's Allete position peaked at $6.57K in Q1 2025.
353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.