LPL Financial
ALE

LPL Financial’s Allete ALE Stock Holding History

LPL Financial’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
-15,203
Closed -$1.01M – 5875
2025
Q3 		$1.01M Sell
15,203
-4,206
-22% -$273K ﹤0.01% 3994
2025
Q2 		$1.24M Sell
19,409
-3,780
-16% -$246K ﹤0.01% 3549
2025
Q1 		$1.52M Buy
23,189
+1,030
+5% +$67.5K ﹤0.01% 3192
2024
Q4 		$1.44M Buy
22,159
+6,367
+40% +$411K ﹤0.01% 3182
2024
Q3 		$1.01M Sell
15,792
-481
-3% -$30.6K ﹤0.01% 3390
2024
Q2 		$1.01M Buy
16,273
+327
+2% +$20.1K ﹤0.01% 3243
2024
Q1 		$951K Buy
15,946
+5,739
+56% +$337K ﹤0.01% 3222
2023
Q4 		$624K Buy
10,207
+1,938
+23% +$109K ﹤0.01% 3485
2023
Q3 		$437K Buy
8,269
+1,045
+14% +$58.8K ﹤0.01% 3596
2023
Q2 		$419K Buy
7,224
+6
+0.1% +$371 ﹤0.01% 3581
2023
Q1 		$465K Buy
7,218
+225
+3% +$14.1K ﹤0.01% 3397
2022
Q4 		$451K Buy
6,993
+899
+15% +$53.3K ﹤0.01% 3343
2022
Q3 		$305K Buy
6,094
+298
+5% +$17.7K ﹤0.01% 3576
2022
Q2 		$341K Sell
5,796
-690
-11% -$42.2K ﹤0.01% 3525
2022
Q1 		$434K Buy
6,486
+372
+6% +$23.9K ﹤0.01% 3311
2021
Q4 		$406K Buy
6,114
+18
+0.3% +$1.13K ﹤0.01% 3454
2021
Q3 		$363K Buy
6,096
+239
+4% +$16.2K ﹤0.01% 3489
2021
Q2 		$410K Sell
5,857
-497
-8% -$34.6K ﹤0.01% 3327
2021
Q1 		$427K Sell
6,354
-1,629
-20% -$107K ﹤0.01% 3161
2020
Q4 		$494K Buy
7,983
+1,119
+16% +$63.4K ﹤0.01% 2771
2020
Q3 		$355K Buy
6,864
+48
+0.7% +$2.67K ﹤0.01% 2770
2020
Q2 		$372K Buy
6,816
+450
+7% +$25.5K ﹤0.01% 2663
2020
Q1 		$386K Buy
6,366
+20
+0.3% +$1.51K ﹤0.01% 2287
2019
Q4 		$515K Sell
6,346
-668
-10% -$55.3K ﹤0.01% 2353
2019
Q3 		$613K Buy
7,014
+367
+6% +$31.6K ﹤0.01% 2109
2019
Q2 		$553K Sell
6,647
-130
-2% -$10.7K ﹤0.01% 2207
2019
Q1 		$557K Sell
6,777
-181
-3% -$14.3K ﹤0.01% 2149
2018
Q4 		$530K Sell
6,958
-2
-0% -$155 ﹤0.01% 1996
2018
Q3 		$522K Sell
6,960
-269
-4% -$20.6K ﹤0.01% 2197
2018
Q2 		$560K Sell
7,229
-211
-3% -$15.8K ﹤0.01% 2103
2018
Q1 		$538K Buy
7,440
+64
+0.9% +$4.52K ﹤0.01% 2079
2017
Q4 		$548K Buy
7,376
+2,395
+48% +$186K ﹤0.01% 1983
2017
Q3 		$385K Sell
4,981
-129
-3% -$9.66K ﹤0.01% 2150
2017
Q2 		$366K Buy
5,110
+502
+11% +$35.6K ﹤0.01% 2130
2017
Q1 		$309K Sell
4,608
-424
-8% -$27.8K ﹤0.01% 2171
2016
Q4 		$320K Sell
5,032
-294
-6% -$18K ﹤0.01% 2121
2016
Q3 		$306K Sell
5,326
-6
-0.1% -$370 ﹤0.01% 2097
2016
Q2 		$346K Buy
5,332
+710
+15% +$41K ﹤0.01% 1966
2016
Q1 		$249K Sell
4,622
-1,496
-24% -$79.8K ﹤0.01% 2648
2015
Q4 		$305K Buy
6,118
+1,683
+38% +$85.4K ﹤0.01% 2521
2015
Q3 		$226K Buy
+4,435
New +$215K ﹤0.01% 2426

Other funds holding ALE

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

LPL Financial's ALE Position: Q4 2025 in Review

LPL Financial sold out of Allete (ALE) in Q4 2025, closing a stake of 15,203 shares — an estimated $1.01M sold.

LPL Financial first reported a position in ALE in Q3 2015 and held it in 41 quarters. The position peaked at $1.52M in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • LPL Financial reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 15,203 Allete shares in Q4 2025, an estimated $1.01M.
  • LPL Financial first reported a position in Allete in Q3 2015 and held it in 41 quarters.
  • LPL Financial's Allete position peaked at $1.52M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.