HWAM
ALE

Hennion & Walsh Asset Management’s Allete ALE Stock Holding History

Hennion & Walsh Asset 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
-20,022
Closed -$1.33M – 928
2025
Q3 		$1.33M Buy
20,022
+632
+3% +$41.1K 0.05% 443
2025
Q2 		$1.24M Sell
19,390
-719
-4% -$46.7K 0.05% 439
2025
Q1 		$1.32M Sell
20,109
-88
-0.4% -$5.76K 0.06% 403
2024
Q4 		$1.31M Buy
20,197
+1,269
+7% +$81.9K 0.06% 399
2024
Q3 		$1.21M Buy
18,928
+327
+2% +$20.8K 0.06% 404
2024
Q2 		$1.16M Sell
18,601
-462
-2% -$28.5K 0.06% 388
2024
Q1 		$1.14M Buy
19,063
+5,045
+36% +$296K 0.06% 393
2023
Q4 		$857K Buy
14,018
+5,677
+68% +$319K 0.05% 439
2023
Q3 		$440K Buy
8,341
+3,285
+65% +$185K 0.03% 550
2023
Q2 		$293K Buy
+5,056
New +$312K 0.02% 652

Other funds holding ALE

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

Hennion & Walsh Asset Management's ALE Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Allete (ALE) in Q4 2025, closing a stake of 20,022 shares — an estimated $1.33M sold.

Hennion & Walsh Asset Management first reported a position in ALE in Q2 2023 and held it in 10 quarters. The position peaked at $1.33M in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 20,022 Allete shares in Q4 2025, an estimated $1.33M.
  • Hennion & Walsh Asset Management first reported a position in Allete in Q2 2023 and held it in 10 quarters.
  • Hennion & Walsh Asset Management's Allete position peaked at $1.33M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.