Root Financial Partners’s Allete ALE Stock Holding History

Root Financial Partners’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	-2	Closed	-$133	–	2438
2025 Q3	$133	Buy	+2	New	+$130	﹤0.01%	2227

Other funds holding ALE

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

Root Financial Partners's ALE Position: Q4 2025 in Review

Root Financial Partners sold out of Allete (ALE) in Q4 2025, closing a stake of 2 shares — an estimated $133 sold.

Root Financial Partners first reported a position in ALE in Q3 2025 and held it in 1 quarter. The position peaked at $133 in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Root Financial Partners reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 2 Allete shares in Q4 2025, an estimated $133.
Root Financial Partners first reported a position in Allete in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Allete position peaked at $133 in Q3 2025.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.