R Squared’s Allete ALE Stock Holding History

R Squared’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	-8,782	Closed	-$583K	–	521
2025 Q3	$583K	Sell	8,782 -2,324	-21%	-$151K	0.25%	113
2025 Q2	$712K	Buy	+11,106	New	+$722K	0.39%	60

Other funds holding ALE

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

R Squared's ALE Position: Q4 2025 in Review

R Squared sold out of Allete (ALE) in Q4 2025, closing a stake of 8,782 shares — an estimated $583K sold.

R Squared first reported a position in ALE in Q2 2025 and held it in 2 quarters. The position peaked at $712K in Q2 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

R Squared reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
R Squared sold 8,782 Allete shares in Q4 2025, an estimated $583K.
R Squared first reported a position in Allete in Q2 2025 and held it in 2 quarters.
R Squared's Allete position peaked at $712K in Q2 2025.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.