Jones Financial Companies
ALE

Jones Financial Companies’s Allete ALE Stock Holding History

Jones Financial Companies’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
-1,948
Closed -$129K – 4400
2025
Q3 		$129K Buy
1,948
+558
+40% +$36.2K ﹤0.01% 1974
2025
Q2 		$88.8K Sell
1,390
-130
-9% -$8.45K ﹤0.01% 1982
2025
Q1 		$99.9K Buy
1,520
+791
+109% +$51.8K ﹤0.01% 1774
2024
Q4 		$47.2K Buy
729
+172
+31% +$11.1K ﹤0.01% 1901
2024
Q3 		$35.8K Buy
557
+481
+633% +$30.6K ﹤0.01% 1763
2024
Q2 		$4.74K Buy
+76
New +$4.68K ﹤0.01% 1946
2024
Q1 		– Sell
-238
Closed -$14.6K – 1362
2023
Q4 		$14.6K Buy
+238
New +$13.4K ﹤0.01% 635
2022
Q2 		– Sell
-1,689
Closed -$113K – 714
2022
Q1 		$113K Sell
1,689
-1,445
-46% -$92.9K ﹤0.01% 296
2021
Q4 		$208K Buy
+3,134
New +$196K ﹤0.01% 248

Other funds holding ALE

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

Jones Financial Companies's ALE Position: Q4 2025 in Review

Jones Financial Companies sold out of Allete (ALE) in Q4 2025, closing a stake of 1,948 shares — an estimated $129K sold.

Jones Financial Companies first reported a position in ALE in Q4 2021 and held it in 9 quarters. The position peaked at $208K in Q4 2021. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Jones Financial Companies reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,948 Allete shares in Q4 2025, an estimated $129K.
  • Jones Financial Companies first reported a position in Allete in Q4 2021 and held it in 9 quarters.
  • Jones Financial Companies's Allete position peaked at $208K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.