HIW
ALE

Holos Integrated Wealth’s Allete ALE Stock Holding History

Holos Integrated Wealth’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
-60
Closed -$4.04K – 311
2025
Q3 		$4.04K Hold
60
– – ﹤0.01% 243
2025
Q2 		$3.94K Hold
60
– – ﹤0.01% 243
2025
Q1 		$3.94K Hold
60
– – ﹤0.01% 245
2024
Q4 		$3.89K Buy
+60
New +$3.87K ﹤0.01% 246

Other funds holding ALE

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

Holos Integrated Wealth's ALE Position: Q4 2025 in Review

Holos Integrated Wealth sold out of Allete (ALE) in Q4 2025, closing a stake of 60 shares — an estimated $4.04K sold.

Holos Integrated Wealth first reported a position in ALE in Q4 2024 and held it in 4 quarters. The position peaked at $4.04K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Holos Integrated Wealth reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 60 Allete shares in Q4 2025, an estimated $4.04K.
  • Holos Integrated Wealth first reported a position in Allete in Q4 2024 and held it in 4 quarters.
  • Holos Integrated Wealth's Allete position peaked at $4.04K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Holos Integrated Wealth's 13F filing for Q4 2025, filed 5 Jan 2026.