OPS
ALE

Orion Portfolio Solutions’s Allete ALE Stock Holding History

Orion Portfolio 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
Q1 		$256K Sell
3,893
-1,914
-33% -$125K ﹤0.01% 1697
2024
Q4 		$376K Buy
5,807
+2,651
+84% +$171K ﹤0.01% 1448
2024
Q3 		$203K Sell
3,156
-103
-3% -$6.56K ﹤0.01% 1708
2024
Q2 		$203K Buy
+3,259
New +$201K ﹤0.01% 1637
2023
Q4 		– Sell
-13,250
Closed -$700K – 1652
2023
Q3 		$700K Sell
13,250
-266
-2% -$15K 0.01% 1071
2023
Q2 		$784K Sell
13,516
-542
-4% -$33.5K 0.01% 1045
2023
Q1 		$905K Buy
+14,058
New +$879K 0.01% 917
2020
Q3 		– Sell
-2,189
Closed -$120K – 483
2020
Q2 		$120K Buy
2,189
+697
+47% +$39.5K 0.01% 507
2020
Q1 		$91K Sell
1,492
-33
-2% -$2.5K 0.01% 460
2019
Q4 		$124K Buy
+1,525
New +$126K 0.01% 377

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return