Savant Capital’s Allete ALE Stock Holding History

Savant Capital’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	–	Sell	-3,701	Closed	-$240K	–	1086
2024 Q4	$240K	Buy	3,701 +33	+0.9%	+$2.13K	﹤0.01%	1225
2024 Q3	$235K	Sell	3,668 -97	-3%	-$6.18K	﹤0.01%	1204
2024 Q2	$235K	Buy	+3,765	New	+$232K	﹤0.01%	1075

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Savant Capital's ALE Position: Q1 2025 in Review

Savant Capital sold out of Allete (ALE) in Q1 2025, closing a stake of 3,701 shares — an estimated $240K sold.

Savant Capital first reported a position in ALE in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 338 funds tracked by Wall St. Rank hold ALE as of Q1 2025.

Savant Capital reported no remaining Allete position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 3,701 Allete shares in Q1 2025, an estimated $240K.
Savant Capital first reported a position in Allete in Q2 2024 and held it in 3 quarters.
Savant Capital's Allete position peaked at $240K in Q4 2024.
338 funds tracked by Wall St. Rank held Allete as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.