SIS
ALE

Sound Income Strategies’s Allete ALE Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-911
Closed -$59.8K – 1615
2025
Q1 		$59.8K Buy
911
+789
+647% +$51.7K ﹤0.01% 475
2024
Q4 		$7.91K Hold
122
– – ﹤0.01% 894
2024
Q3 		$7.83K Buy
+122
New +$7.77K ﹤0.01% 852

Other funds holding ALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sound Income Strategies's ALE Position: Q2 2025 in Review

Sound Income Strategies sold out of Allete (ALE) in Q2 2025, closing a stake of 911 shares — an estimated $59.8K sold.

Sound Income Strategies first reported a position in ALE in Q3 2024 and held it in 3 quarters. The position peaked at $59.8K in Q1 2025. 343 funds tracked by Wall St. Rank hold ALE as of Q2 2025.

  • Sound Income Strategies reported no remaining Allete position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 911 Allete shares in Q2 2025, an estimated $59.8K.
  • Sound Income Strategies first reported a position in Allete in Q3 2024 and held it in 3 quarters.
  • Sound Income Strategies's Allete position peaked at $59.8K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Allete as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.