Gilliland Jeter Wealth Management’s Allete ALE Stock Holding History

Gilliland Jeter 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 Q4	–	Sell	-13,096	Closed	-$870K	–	175
2025 Q3	$870K	Hold	13,096	–	–	0.27%	74
2025 Q2	$839K	Hold	13,096	–	–	0.27%	80
2025 Q1	$860K	Hold	13,096	–	–	0.3%	77
2024 Q4	$849K	Hold	13,096	–	–	0.29%	75
2024 Q3	$841K	Hold	13,096	–	–	0.27%	80
2024 Q2	$817K	Hold	13,096	–	–	0.28%	78
2024 Q1	$781K	Hold	13,096	–	–	0.27%	81
2023 Q4	$801K	Buy	+13,096	New	+$735K	0.33%	81

Other funds holding ALE

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

Gilliland Jeter Wealth Management's ALE Position: Q4 2025 in Review

Gilliland Jeter Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 13,096 shares — an estimated $870K sold.

Gilliland Jeter Wealth Management first reported a position in ALE in Q4 2023 and held it in 8 quarters. The position peaked at $870K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Gilliland Jeter Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 13,096 Allete shares in Q4 2025, an estimated $870K.
Gilliland Jeter Wealth Management first reported a position in Allete in Q4 2023 and held it in 8 quarters.
Gilliland Jeter Wealth Management's Allete position peaked at $870K in Q3 2025.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.