HWM
ALE

Hemington Wealth Management’s Allete ALE Stock Holding History

Hemington 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
Q3 		$6K Hold
105
– – ﹤0.01% 1045
2025
Q2 		$6K Sell
105
-36
-26% -$2.34K ﹤0.01% 1020
2025
Q1 		$9K Hold
141
– – ﹤0.01% 833
2024
Q4 		$9K Hold
141
– – ﹤0.01% 787
2024
Q3 		$9K Buy
+141
New +$8.98K ﹤0.01% 725

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's ALE Position: Q3 2025 in Review

Hemington Wealth Management held its Allete (ALE) position steady in Q3 2025 at 105 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Hemington Wealth Management first reported a position in ALE in Q3 2024 and has held it in 5 quarters since. The position peaked at $9K in Q1 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

  • Hemington Wealth Management held 105 shares of Allete worth $6K as of Q3 2025.
  • Hemington Wealth Management left its Allete share count unchanged in Q3 2025.
  • Allete made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1045 holding.
  • Hemington Wealth Management first reported a position in Allete in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Allete position peaked at $9K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.