IAA
ALE

Independent Advisor Alliance’s Allete ALE Stock Holding History

Independent Advisor Alliance’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
-3,772
Closed -$250K – 1002
2025
Q3 		$250K Sell
3,772
-71
-2% -$4.61K 0.01% 817
2025
Q2 		$246K Sell
3,843
-66
-2% -$4.29K 0.01% 775
2025
Q1 		$257K Buy
3,909
+647
+20% +$42.4K 0.01% 697
2024
Q4 		$211K Sell
3,262
-231
-7% -$14.9K ﹤0.01% 1274
2024
Q3 		$224K Sell
3,493
-50
-1% -$3.19K 0.01% 635
2024
Q2 		$221K Buy
3,543
+13
+0.4% +$801 0.01% 651
2024
Q1 		$211K Sell
3,530
-683
-16% -$40.1K 0.01% 650
2023
Q4 		$258K Buy
4,213
+249
+6% +$14K 0.01% 586
2023
Q3 		$209K Hold
3,964
– – 0.01% 601
2023
Q2 		$230K Hold
3,964
– – 0.01% 583
2023
Q1 		$255K Buy
+3,964
New +$248K 0.01% 552

Other funds holding ALE

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

Independent Advisor Alliance's ALE Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Allete (ALE) in Q4 2025, closing a stake of 3,772 shares — an estimated $250K sold.

Independent Advisor Alliance first reported a position in ALE in Q1 2023 and held it in 11 quarters. The position peaked at $258K in Q4 2023. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,772 Allete shares in Q4 2025, an estimated $250K.
  • Independent Advisor Alliance first reported a position in Allete in Q1 2023 and held it in 11 quarters.
  • Independent Advisor Alliance's Allete position peaked at $258K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.