Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-855
Closed -$58.1K 5023
2025
Q4
$58.1K Buy
855
+104
+14% +$7.01K ﹤0.01% 2106
2025
Q3
$49.9K Buy
751
+182
+32% +$11.8K ﹤0.01% 2076
2025
Q2
$39.6K Buy
569
+553
+3,456% +$35.9K ﹤0.01% 2171
2025
Q1
$1.07K Sell
16
-1,012
-98% -$66.3K ﹤0.01% 3318
2024
Q4
$66.6K Sell
1,028
-21
-2% -$1.35K ﹤0.01% 1683
2024
Q3
$67.3K Sell
1,049
-1,098
-51% -$69.9K ﹤0.01% 1589
2024
Q2
$134K Buy
2,147
+80
+4% +$4.93K 0.01% 1232
2024
Q1
$123K Buy
2,067
+1,229
+147% +$72.2K 0.01% 1202
2023
Q4
$51.3K Buy
838
+751
+863% +$42.2K ﹤0.01% 1534
2023
Q3
$4.63K Buy
87
+23
+36% +$1.29K ﹤0.01% 2537
2023
Q2
$3.73K Buy
64
+34
+113% +$2.1K ﹤0.01% 2645
2023
Q1
$2.3K Buy
30
+17
+131% +$1.06K ﹤0.01% 2854
2022
Q4
$1K Hold
13
﹤0.01% 4275
2022
Q3
$1K Hold
13
﹤0.01% 4490
2022
Q2
$1K Hold
13
﹤0.01% 4268
2022
Q1
$1K Buy
13
+1
+8% +$64 ﹤0.01% 4268
2021
Q4
$1K Hold
12
﹤0.01% 2929
2021
Q3
$1K Hold
12
﹤0.01% 2967
2021
Q2
$1K Hold
12
﹤0.01% 2855
2021
Q1
$1K Hold
12
﹤0.01% 2780
2020
Q4
$1K Hold
12
﹤0.01% 2720
2020
Q3
$1K Sell
12
-20
-63% -$1.11K ﹤0.01% 2591
2020
Q2
$2K Sell
32
-41
-56% -$2.33K ﹤0.01% 2351
2020
Q1
$5K Hold
73
﹤0.01% 2033
2019
Q4
$6K Buy
73
+1
+1% +$83 ﹤0.01% 2102
2019
Q3
$6K Buy
+72
New +$6.2K ﹤0.01% 2261
2019
Q1
Sell
-1,705
Closed -$129K 2374
2018
Q4
$129K Sell
1,705
-92
-5% -$7.12K 0.01% 1067
2018
Q3
$135K Hold
1,797
0.01% 1299
2018
Q2
$139K Buy
1,797
+1,670
+1,315% +$125K 0.01% 1291
2018
Q1
$9K Hold
127
﹤0.01% 2826
2017
Q4
$9K Sell
127
-8,147
-98% -$634K ﹤0.01% 2871
2017
Q3
$639K Buy
8,274
+11
+0.1% +$823 0.03% 595
2017
Q2
$592K Buy
8,263
+11
+0.1% +$781 0.03% 617
2017
Q1
$559K Buy
8,252
+12
+0.1% +$786 0.02% 625
2016
Q4
$529K Buy
8,240
+13
+0.2% +$794 0.03% 594
2016
Q3
$491K Buy
8,227
+105
+1% +$6.48K 0.03% 569
2016
Q2
$525K Buy
+8,122
New +$469K 0.03% 527
2016
Q1
Sell
-8,567
Closed -$435K 2374
2015
Q4
$435K Buy
+8,567
New +$435K 0.03% 535

Other funds holding ALE

IFP Advisors's ALE Position: Q1 2026 in Review

IFP Advisors sold out of Allete (ALE) in Q1 2026, closing a stake of 855 shares — an estimated $58.1K sold.

IFP Advisors first reported a position in ALE in Q4 2015 and held it in 38 quarters. The position peaked at $639K in Q3 2017. 1 fund tracked by Wall St. Rank holds ALE as of Q1 2026.

  • IFP Advisors reported no remaining Allete position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 855 Allete shares in Q1 2026, an estimated $58.1K.
  • IFP Advisors first reported a position in Allete in Q4 2015 and held it in 38 quarters.
  • IFP Advisors's Allete position peaked at $639K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Allete as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.