Private Wealth Management Group’s Allete ALE Stock Holding History

Private Wealth Management Group’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	-129	Closed	-$8.57K	–	1468
2025 Q3	$8.57K	Hold	129	–	–	﹤0.01%	571
2025 Q2	$8.27K	Hold	129	–	–	﹤0.01%	555
2025 Q1	$8.48K	Hold	129	–	–	﹤0.01%	527
2024 Q4	$8.36K	Hold	129	–	–	﹤0.01%	550
2024 Q3	$8.28K	Hold	129	–	–	﹤0.01%	514
2024 Q2	$8.04K	Buy	129 +21	+19%	+$1.29K	﹤0.01%	512
2024 Q1	$6.44K	Hold	108	–	–	﹤0.01%	544
2023 Q4	$6.61K	Buy	+108	New	+$6.07K	﹤0.01%	530

Other funds holding ALE

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

Private Wealth Management Group's ALE Position: Q4 2025 in Review

Private Wealth Management Group sold out of Allete (ALE) in Q4 2025, closing a stake of 129 shares — an estimated $8.57K sold.

Private Wealth Management Group first reported a position in ALE in Q4 2023 and held it in 8 quarters. The position peaked at $8.57K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Private Wealth Management Group reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 129 Allete shares in Q4 2025, an estimated $8.57K.
Private Wealth Management Group first reported a position in Allete in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's Allete position peaked at $8.57K in Q3 2025.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.