MYIA
ALE

Mount Yale Investment Advisors’s Allete ALE Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-876
Closed -$56.1K – 702
2025
Q2 		$56.1K Buy
+876
New +$56.9K ﹤0.01% 787
2018
Q4 		– Sell
-8
Closed -$1K – 326
2018
Q3 		$1K Hold
8
– – ﹤0.01% 916
2018
Q2 		$1K Hold
8
– – ﹤0.01% 928
2018
Q1 		$1K Buy
+8
New +$565 ﹤0.01% 922

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's ALE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Allete (ALE) in Q3 2025, closing a stake of 876 shares — an estimated $56.1K sold.

Mount Yale Investment Advisors first reported a position in ALE in Q1 2018 and held it in 4 quarters. The position peaked at $56.1K in Q2 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 876 Allete shares in Q3 2025, an estimated $56.1K.
  • Mount Yale Investment Advisors first reported a position in Allete in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Allete position peaked at $56.1K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.