LWMI
ALE

Legacy Wealth Management (Idaho)’s Allete ALE Stock Holding History

Legacy Wealth Management (Idaho)’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
-14
Closed -$930 – 926
2025
Q3 		$930 Hold
14
– – ﹤0.01% 631
2025
Q2 		$897 Hold
14
– – ﹤0.01% 603
2025
Q1 		$920 Hold
14
– – ﹤0.01% 649
2024
Q4 		$919 Hold
14
– – ﹤0.01% 602
2024
Q3 		$907 Buy
+14
New +$892 ﹤0.01% 553

Other funds holding ALE

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

Legacy Wealth Management (Idaho)'s ALE Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Allete (ALE) in Q4 2025, closing a stake of 14 shares — an estimated $930 sold.

Legacy Wealth Management (Idaho) first reported a position in ALE in Q3 2024 and held it in 5 quarters. The position peaked at $930 in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 14 Allete shares in Q4 2025, an estimated $930.
  • Legacy Wealth Management (Idaho) first reported a position in Allete in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s Allete position peaked at $930 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.