SFS
ALE

Sowell Financial Services’s Allete ALE Stock Holding History

Sowell Financial Services’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
-4,831
Closed -$310K – 1071
2025
Q2 		$310K Sell
4,831
-24
-0.5% -$1.56K 0.01% 771
2025
Q1 		$319K Buy
+4,855
New +$318K 0.01% 735
2021
Q2 		– Sell
-42
Closed -$3K – 584
2021
Q1 		$3K Hold
42
– – ﹤0.01% 2708
2020
Q4 		$3K Hold
42
– – ﹤0.01% 2380
2020
Q3 		$2K Hold
42
– – ﹤0.01% 2190
2020
Q2 		$2K Sell
42
-90
-68% -$5.1K ﹤0.01% 2111
2020
Q1 		$8K Buy
132
+26
+25% +$1.97K ﹤0.01% 1667
2019
Q4 		$9K Buy
106
+19
+22% +$1.57K ﹤0.01% 1703
2019
Q3 		$8K Buy
+87
New +$7.49K ﹤0.01% 1594

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's ALE Position: Q3 2025 in Review

Sowell Financial Services sold out of Allete (ALE) in Q3 2025, closing a stake of 4,831 shares — an estimated $310K sold.

Sowell Financial Services first reported a position in ALE in Q3 2019 and held it in 9 quarters. The position peaked at $319K in Q1 2025. 353 funds tracked by Wall St. Rank hold ALE as of Q3 2025.

  • Sowell Financial Services reported no remaining Allete position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 4,831 Allete shares in Q3 2025, an estimated $310K.
  • Sowell Financial Services first reported a position in Allete in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Allete position peaked at $319K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Allete as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.