JWA
ALE

JFS Wealth Advisors’s Allete ALE Stock Holding History

JFS Wealth Advisors’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
-23
Closed -$1.53K – 1919
2025
Q3 		$1.53K Sell
23
-2
-8% -$130 ﹤0.01% 1502
2025
Q2 		$1.6K Hold
25
– – ﹤0.01% 1451
2025
Q1 		$1.64K Hold
25
– – ﹤0.01% 1529
2024
Q4 		$1.62K Hold
25
– – ﹤0.01% 1550
2024
Q3 		$1.6K Hold
25
– – ﹤0.01% 1572
2024
Q2 		$1.56K Hold
25
– – ﹤0.01% 1529
2024
Q1 		$1.49K Buy
25
+21
+525% +$1.23K ﹤0.01% 1540
2023
Q4 		$245 Sell
4
-8
-67% -$449 ﹤0.01% 1885
2023
Q3 		$634 Sell
12
-18
-60% -$1.01K ﹤0.01% 1700
2023
Q2 		$1.74K Sell
30
-2
-6% -$124 ﹤0.01% 1432
2023
Q1 		$2.06K Buy
32
+4
+14% +$250 ﹤0.01% 1352
2022
Q4 		$1.81K Buy
28
+11
+65% +$653 ﹤0.01% 1411
2022
Q3 		$1K Sell
17
-8
-32% -$476 ﹤0.01% 1464
2022
Q2 		$1K Sell
25
-1
-4% -$61 ﹤0.01% 1451
2022
Q1 		$2K Buy
26
+16
+160% +$1.03K ﹤0.01% 1362
2021
Q4 		$1K Buy
+10
New +$627 ﹤0.01% 1236

Other funds holding ALE

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

JFS Wealth Advisors's ALE Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Allete (ALE) in Q4 2025, closing a stake of 23 shares — an estimated $1.53K sold.

JFS Wealth Advisors first reported a position in ALE in Q4 2021 and held it in 16 quarters. The position peaked at $2.06K in Q1 2023. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 23 Allete shares in Q4 2025, an estimated $1.53K.
  • JFS Wealth Advisors first reported a position in Allete in Q4 2021 and held it in 16 quarters.
  • JFS Wealth Advisors's Allete position peaked at $2.06K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.