KCM
ALE

Kennedy Capital Management’s Allete ALE Stock Holding History

Kennedy Capital Management’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
-65,557
Closed -$4.35M – 536
2025
Q3 		$4.35M Sell
65,557
-2,972
-4% -$193K 0.1% 320
2025
Q2 		$4.39M Sell
68,529
-1,202
-2% -$78.1K 0.1% 313
2025
Q1 		$4.58M Sell
69,731
-67,091
-49% -$4.4M 0.11% 301
2024
Q4 		$8.87M Sell
136,822
-8,502
-6% -$548K 0.2% 160
2024
Q3 		$9.33M Sell
145,324
-73,520
-34% -$4.68M 0.21% 152
2024
Q2 		$13.6M Buy
218,844
+25,838
+13% +$1.59M 0.29% 95
2024
Q1 		$11.5M Sell
193,006
-15,418
-7% -$906K 0.24% 140
2023
Q4 		$12.7M Sell
208,424
-17,050
-8% -$958K 0.28% 107
2023
Q3 		$11.9M Sell
225,474
-29,856
-12% -$1.68M 0.29% 99
2023
Q2 		$14.8M Sell
255,330
-3,330
-1% -$206K 0.35% 75
2023
Q1 		$16.6M Buy
258,660
+30,795
+14% +$1.93M 0.49% 32
2022
Q4 		$14.7M Sell
227,865
-12,639
-5% -$750K 0.42% 58
2022
Q3 		$12M Sell
240,504
-2,107
-0.9% -$125K 0.35% 82
2022
Q2 		$14.3M Buy
242,611
+29,190
+14% +$1.78M 0.4% 57
2022
Q1 		$14.3M Sell
213,421
-634
-0.3% -$40.8K 0.34% 81
2021
Q4 		$14.2M Sell
214,055
-4,830
-2% -$303K 0.3% 91
2021
Q3 		$13M Sell
218,885
-8,376
-4% -$566K 0.29% 97
2021
Q2 		$15.9M Sell
227,261
-9,264
-4% -$646K 0.34% 72
2021
Q1 		$15.9M Sell
236,525
-15,999
-6% -$1.05M 0.32% 79
2020
Q4 		$15.6M Buy
252,524
+11,856
+5% +$672K 0.35% 63
2020
Q3 		$12.5M Sell
240,668
-1,600
-0.7% -$89.2K 0.36% 57
2020
Q2 		$13.2M Sell
242,268
-46,813
-16% -$2.65M 0.38% 43
2020
Q1 		$17.5M Buy
289,081
+110,667
+62% +$8.37M 0.65% 7
2019
Q4 		$14.5M Buy
178,414
+17,513
+11% +$1.45M 0.35% 47
2019
Q3 		$14.1M Sell
160,901
-5,429
-3% -$467K 0.35% 48
2019
Q2 		$13.8M Sell
166,330
-13,749
-8% -$1.13M 0.33% 65
2019
Q1 		$14.8M Sell
180,079
-21,804
-11% -$1.72M 0.35% 50
2018
Q4 		$15.4M Sell
201,883
-11,994
-6% -$928K 0.38% 46
2018
Q3 		$16M Sell
213,877
-7,127
-3% -$547K 0.3% 74
2018
Q2 		$17.1M Sell
221,004
-55,750
-20% -$4.18M 0.32% 64
2018
Q1 		$20M Sell
276,754
-35,516
-11% -$2.51M 0.39% 39
2017
Q4 		$23.2M Sell
312,270
-56,266
-15% -$4.38M 0.42% 33
2017
Q3 		$28.5M Sell
368,536
-6,991
-2% -$523K 0.51% 14
2017
Q2 		$26.9M Sell
375,527
-53,886
-13% -$3.83M 0.51% 14
2017
Q1 		$29.1M Sell
429,413
-21,936
-5% -$1.44M 0.51% 16
2016
Q4 		$29M Sell
451,349
-46,975
-9% -$2.87M 0.5% 20
2016
Q3 		$29.7M Sell
498,324
-17,007
-3% -$1.05M 0.57% 10
2016
Q2 		$33.3M Sell
515,331
-10,118
-2% -$584K 0.67% 4
2016
Q1 		$29.5M Buy
525,449
+30,348
+6% +$1.62M 0.6% 11
2015
Q4 		$25.2M Sell
495,101
-3,522
-0.7% -$179K 0.51% 17
2015
Q3 		$25.2M Buy
498,623
+101,430
+26% +$4.92M 0.52% 20
2015
Q2 		$18.4M Buy
397,193
+112,594
+40% +$5.6M 0.33% 63
2015
Q1 		$15M Sell
284,599
-171,141
-38% -$9.4M 0.26% 100
2014
Q4 		$25.1M Buy
455,740
+28,955
+7% +$1.48M 0.46% 25
2014
Q3 		$18.9M Sell
426,785
-6,763
-2% -$324K 0.37% 50
2014
Q2 		$22.3M Sell
433,548
-13,978
-3% -$702K 0.41% 29
2014
Q1 		$23.5M Sell
447,526
-15,471
-3% -$774K 0.44% 27
2013
Q4 		$23.1M Sell
462,997
-30,589
-6% -$1.51M 0.43% 31
2013
Q3 		$23.8M Sell
493,586
-15,520
-3% -$773K 0.46% 24
2013
Q2 		$25.4M Buy
+509,106
New +$25.2M 0.52% 12

Other funds holding ALE

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

Kennedy Capital Management's ALE Position: Q4 2025 in Review

Kennedy Capital Management sold out of Allete (ALE) in Q4 2025, closing a stake of 65,557 shares — an estimated $4.35M sold.

Kennedy Capital Management first reported a position in ALE in Q2 2013 and held it in 50 quarters. The position peaked at $33.3M in Q2 2016. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Kennedy Capital Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 65,557 Allete shares in Q4 2025, an estimated $4.35M.
  • Kennedy Capital Management first reported a position in Allete in Q2 2013 and held it in 50 quarters.
  • Kennedy Capital Management's Allete position peaked at $33.3M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.