Mercer Global Advisors
ALE

Mercer Global Advisors’s Allete ALE Stock Holding History

Mercer Global Advisors’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
-9,679
Closed -$643K – 2843
2025
Q3 		$643K Buy
9,679
+1,896
+24% +$123K ﹤0.01% 1605
2025
Q2 		$499K Buy
7,783
+471
+6% +$30.6K ﹤0.01% 1569
2025
Q1 		$480K Sell
7,312
-3,722
-34% -$244K ﹤0.01% 1494
2024
Q4 		$715K Buy
+11,034
New +$712K ﹤0.01% 1260
2020
Q3 		– Sell
-5,131
Closed -$280K – 1237
2020
Q2 		$280K Sell
5,131
-1,504
-23% -$85.3K 0.01% 872
2020
Q1 		$403K Sell
6,635
-1,978
-23% -$150K 0.01% 723
2019
Q4 		$699K Buy
8,613
+471
+6% +$39K 0.01% 620
2019
Q3 		$711K Buy
8,142
+630
+8% +$54.2K 0.02% 580
2019
Q2 		$625K Buy
7,512
+1,079
+17% +$88.8K 0.02% 604
2019
Q1 		$529K Buy
+6,433
New +$507K 0.02% 607

Other funds holding ALE

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

Mercer Global Advisors's ALE Position: Q4 2025 in Review

Mercer Global Advisors sold out of Allete (ALE) in Q4 2025, closing a stake of 9,679 shares — an estimated $643K sold.

Mercer Global Advisors first reported a position in ALE in Q1 2019 and held it in 10 quarters. The position peaked at $715K in Q4 2024. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Mercer Global Advisors reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 9,679 Allete shares in Q4 2025, an estimated $643K.
  • Mercer Global Advisors first reported a position in Allete in Q1 2019 and held it in 10 quarters.
  • Mercer Global Advisors's Allete position peaked at $715K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.