HB Wealth Management’s Allete ALE Stock Holding History

HB 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	-3,497	Closed	-$232K	–	1405
2025 Q3	$232K	Buy	+3,497	New	+$227K	﹤0.01%	1201
2025 Q2	–	Sell	-3,062	Closed	-$201K	–	1168
2025 Q1	$201K	Buy	+3,062	New	+$201K	﹤0.01%	1138
2023 Q2	–	Sell	-3,780	Closed	-$243K	–	730
2023 Q1	$243K	Hold	3,780	–	–	﹤0.01%	601
2022 Q4	$244K	Buy	+3,780	New	+$224K	﹤0.01%	585

Other funds holding ALE

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

HB Wealth Management's ALE Position: Q4 2025 in Review

HB Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 3,497 shares — an estimated $232K sold.

HB Wealth Management first reported a position in ALE in Q4 2022 and held it in 4 quarters. The position peaked at $244K in Q4 2022. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

HB Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
HB Wealth Management sold 3,497 Allete shares in Q4 2025, an estimated $232K.
HB Wealth Management first reported a position in Allete in Q4 2022 and held it in 4 quarters.
HB Wealth Management's Allete position peaked at $244K in Q4 2022.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.