Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-904
Closed -$60K 2302
2025
Q3
$60K Hold
904
﹤0.01% 1170
2025
Q2
$57.9K Sell
904
-10
-1% -$650 ﹤0.01% 1149
2025
Q1
$60K Hold
914
﹤0.01% 1219
2024
Q4
$59.2K Buy
914
+10
+1% +$645 ﹤0.01% 1221
2024
Q3
$58K Sell
904
-51
-5% -$3.25K ﹤0.01% 1089
2024
Q2
$59.6K Hold
955
﹤0.01% 1061
2024
Q1
$56.9K Buy
955
+1
+0.1% +$59 ﹤0.01% 1175
2023
Q4
$56K Buy
954
+54
+6% +$3.03K ﹤0.01% 1171
2023
Q3
$47.5K Buy
900
+713
+381% +$40.1K ﹤0.01% 1189
2023
Q2
$10.8K Sell
187
-687
-79% -$42.4K ﹤0.01% 1784
2023
Q1
$56.3K Buy
874
+556
+175% +$34.8K ﹤0.01% 1151
2022
Q4
$21K Buy
+318
New +$18.9K ﹤0.01% 1343
2022
Q1
Sell
-133
Closed -$9K 2512
2021
Q4
$9K Buy
+133
New +$8.33K ﹤0.01% 2404
2021
Q2
Sell
-133
Closed -$9K 2573
2021
Q1
$9K Buy
+133
New +$8.71K ﹤0.01% 2431

Other funds holding ALE

Spire Wealth Management's ALE Position: Q4 2025 in Review

Spire Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 904 shares — an estimated $60K sold.

Spire Wealth Management first reported a position in ALE in Q1 2021 and held it in 14 quarters. The position peaked at $60K in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Spire Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 904 Allete shares in Q4 2025, an estimated $60K.
  • Spire Wealth Management first reported a position in Allete in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Allete position peaked at $60K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.