IWC
ALE

Integrated Wealth Concepts’s Allete ALE Stock Holding History

Integrated Wealth Concepts’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
-61,181
Closed -$4.06M – 1621
2025
Q3 		$4.06M Buy
61,181
+7,250
+13% +$471K 0.04% 432
2025
Q2 		$3.46M Buy
53,931
+3,279
+6% +$213K 0.03% 447
2025
Q1 		$3.33M Sell
50,652
-5,104
-9% -$334K 0.04% 426
2024
Q4 		$3.61M Buy
55,756
+9,276
+20% +$598K 0.04% 371
2024
Q3 		$2.98M Buy
46,480
+4,850
+12% +$309K 0.04% 428
2024
Q2 		$2.6M Buy
41,630
+1,950
+5% +$120K 0.04% 429
2024
Q1 		$2.37M Buy
39,680
+12,956
+48% +$761K 0.03% 465
2023
Q4 		$1.63M Buy
+26,724
New +$1.5M 0.03% 553

Other funds holding ALE

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

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

Integrated Wealth Concepts sold out of Allete (ALE) in Q4 2025, closing a stake of 61,181 shares — an estimated $4.06M sold.

Integrated Wealth Concepts first reported a position in ALE in Q4 2023 and held it in 8 quarters. The position peaked at $4.06M in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 61,181 Allete shares in Q4 2025, an estimated $4.06M.
  • Integrated Wealth Concepts first reported a position in Allete in Q4 2023 and held it in 8 quarters.
  • Integrated Wealth Concepts's Allete position peaked at $4.06M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.