SCM
ALE

Schnieders Capital Management’s Allete ALE Stock Holding History

Schnieders Capital Management’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
-3,360
Closed -$215K – 221
2025
Q2 		$215K Hold
3,360
– – 0.04% 212
2025
Q1 		$221K Hold
3,360
– – 0.05% 190
2024
Q4 		$218K Hold
3,360
– – 0.04% 191
2024
Q3 		$216K Buy
+3,360
New +$214K 0.04% 196

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schnieders Capital Management's ALE Position: Q3 2025 in Review

Schnieders Capital Management sold out of Allete (ALE) in Q3 2025, closing a stake of 3,360 shares — an estimated $215K sold.

Schnieders Capital Management first reported a position in ALE in Q3 2024 and held it in 4 quarters. The position peaked at $221K in Q1 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

  • Schnieders Capital Management reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
  • Schnieders Capital Management sold 3,360 Allete shares in Q3 2025, an estimated $215K.
  • Schnieders Capital Management first reported a position in Allete in Q3 2024 and held it in 4 quarters.
  • Schnieders Capital Management's Allete position peaked at $221K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Schnieders Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.