Physician Wealth Advisors’s Allete ALE Stock Holding History

Physician Wealth 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	-8	Closed	-$513	–	1904
2025 Q2	$513	Buy	+8	New	+$520	﹤0.01%	1703

Other funds holding ALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's ALE Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Allete (ALE) in Q3 2025, closing a stake of 8 shares — an estimated $513 sold.

Physician Wealth Advisors first reported a position in ALE in Q2 2025 and held it in 1 quarter. The position peaked at $513 in Q2 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

Physician Wealth Advisors reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
Physician Wealth Advisors sold 8 Allete shares in Q3 2025, an estimated $513.
Physician Wealth Advisors first reported a position in Allete in Q2 2025 and held it in 1 quarter.
Physician Wealth Advisors's Allete position peaked at $513 in Q2 2025.
353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.