Kestra Advisory Services’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,516
| Closed | -$233K | – | 4542 |
|
|
2025
Q3 | $233K | Sell |
3,516
-246
| -7% | -$16K | ﹤0.01% | 2635 |
|
|
2025
Q2 | $241K | Sell |
3,762
-2,131
| -36% | -$138K | ﹤0.01% | 2532 |
|
|
2025
Q1 | $387K | Sell |
5,893
-942
| -14% | -$61.7K | ﹤0.01% | 1998 |
|
|
2024
Q4 | $443K | Buy |
6,835
+265
| +4% | +$17.1K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $422K | Sell |
6,570
-980
| -13% | -$62.4K | ﹤0.01% | 1873 |
|
|
2024
Q2 | $471K | Sell |
7,550
-9,246
| -55% | -$569K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $1M | Sell |
16,796
-3,351
| -17% | -$197K | 0.01% | 1235 |
|
|
2023
Q4 | $1.23M | Sell |
20,147
-917
| -4% | -$51.5K | 0.01% | 1016 |
|
|
2023
Q3 | $1.11M | Buy |
21,064
+9,728
| +86% | +$548K | 0.01% | 942 |
|
|
2023
Q2 | $657K | Buy |
11,336
+773
| +7% | +$47.8K | 0.01% | 1188 |
|
|
2023
Q1 | $680K | Sell |
10,563
-1,584
| -13% | -$99K | 0.01% | 1128 |
|
|
2022
Q4 | $784K | Sell |
12,147
-11,214
| -48% | -$665K | 0.01% | 1166 |
|
|
2022
Q3 | $1.17M | Buy |
23,361
+11,698
| +100% | +$696K | 0.01% | 900 |
|
|
2022
Q2 | $686K | Buy |
11,663
+4,063
| +53% | +$248K | 0.01% | 1149 |
|
|
2022
Q1 | $509K | Buy |
7,600
+2,374
| +45% | +$153K | 0.01% | 1286 |
|
|
2021
Q4 | $347K | Buy |
5,226
+1,688
| +48% | +$106K | ﹤0.01% | 1526 |
|
|
2021
Q3 | $211K | Buy |
3,538
+371
| +12% | +$25.1K | ﹤0.01% | 1944 |
|
|
2021
Q2 | $222K | Sell |
3,167
-234
| -7% | -$16.3K | ﹤0.01% | 1790 |
|
|
2021
Q1 | $228K | Sell |
3,401
-12,496
| -79% | -$819K | ﹤0.01% | 1640 |
|
|
2020
Q4 | $976K | Buy |
+15,897
| New | +$901K | 0.01% | 877 |
|
Other funds holding ALE
Kestra Advisory Services's ALE Position: Q4 2025 in Review
Kestra Advisory Services sold out of Allete (ALE) in Q4 2025, closing a stake of 3,516 shares — an estimated $233K sold.
Kestra Advisory Services first reported a position in ALE in Q4 2020 and held it in 20 quarters. The position peaked at $1.23M in Q4 2023. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.
- Kestra Advisory Services reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
- Kestra Advisory Services sold 3,516 Allete shares in Q4 2025, an estimated $233K.
- Kestra Advisory Services first reported a position in Allete in Q4 2020 and held it in 20 quarters.
- Kestra Advisory Services's Allete position peaked at $1.23M in Q4 2023.
- 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.
Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.