LIS
ALE

Legacy Investment Solutions’s Allete ALE Stock Holding History

Legacy Investment Solutions’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
Q2 		$897 Buy
+14
New +$910 ﹤0.01% 603
2024
Q4 		$919 Hold
14
– – ﹤0.01% 602
2024
Q3 		$907 Buy
+14
New +$892 ﹤0.01% 553

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legacy Investment Solutions's ALE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Allete (ALE) in Q2 2025: 14 shares worth $897. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ALE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ALE in Q3 2024 and has held it in 3 quarters since. The position peaked at $919 in Q4 2024. 343 funds tracked by Wall St. Rank hold ALE as of Q2 2025.

  • Legacy Investment Solutions held 14 shares of Allete worth $897 as of Q2 2025.
  • Allete was a new Legacy Investment Solutions position in Q2 2025.
  • Allete made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #603 holding.
  • Legacy Investment Solutions first reported a position in Allete in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Allete position peaked at $919 in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Allete as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.