SOMRS
ALE

State of Michigan Retirement System’s Allete ALE Stock Holding History

State of Michigan Retirement System’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
Q4 		– Sell
-13,746
Closed -$913K – 936
2025
Q3 		$913K Sell
13,746
-200
-1% -$13K ﹤0.01% 869
2025
Q2 		$894K Buy
13,946
+100
+0.7% +$6.5K ﹤0.01% 864
2025
Q1 		$910K Buy
13,846
+200
+1% +$13.1K 0.01% 860
2024
Q4 		$884K Sell
13,646
-100
-0.7% -$6.45K ﹤0.01% 874
2024
Q3 		$882K Sell
13,746
-200
-1% -$12.7K ﹤0.01% 875
2024
Q2 		$870K Sell
13,946
-200
-1% -$12.3K ﹤0.01% 860
2024
Q1 		$844K Buy
14,146
+400
+3% +$23.5K ﹤0.01% 877
2023
Q4 		$841K Hold
13,746
– – 0.01% 873
2023
Q3 		$726K Sell
13,746
-400
-3% -$22.5K ﹤0.01% 889
2023
Q2 		$820K Sell
14,146
-300
-2% -$18.5K 0.01% 870
2023
Q1 		$930K Sell
14,446
-100
-0.7% -$6.25K 0.01% 835
2022
Q4 		$938K Buy
14,546
+200
+1% +$11.9K 0.01% 823
2022
Q3 		$718K Sell
14,346
-100
-0.7% -$5.95K 0.01% 858
2022
Q2 		$849K Buy
14,446
+1,100
+8% +$67.2K 0.01% 843
2022
Q1 		$894K Sell
13,346
-4
-0% -$257 0.01% 849
2021
Q4 		$886K Buy
13,350
+300
+2% +$18.8K ﹤0.01% 876
2021
Q3 		$777K Sell
13,050
-100
-0.8% -$6.76K ﹤0.01% 905
2021
Q2 		$920K Sell
13,150
-6,100
-32% -$425K 0.01% 861
2021
Q1 		$1.29M Buy
19,250
+300
+2% +$19.7K 0.01% 864
2020
Q4 		$1.17M Buy
18,950
+100
+0.5% +$5.67K 0.01% 832
2020
Q3 		$975K Hold
18,850
– – 0.01% 789
2020
Q2 		$1.03M Buy
18,850
+4,550
+32% +$258K 0.01% 762
2020
Q1 		$868K Sell
14,300
-900
-6% -$68K 0.01% 669
2019
Q4 		$1.23M Buy
15,200
+200
+1% +$16.5K 0.01% 729
2019
Q3 		$1.31M Sell
15,000
-300
-2% -$25.8K 0.01% 666
2019
Q2 		$1.27M Sell
15,300
-3,100
-17% -$255K 0.01% 679
2019
Q1 		$1.51M Buy
18,400
+100
+0.5% +$7.88K 0.01% 695
2018
Q4 		$1.4M Sell
18,300
-700
-4% -$54.2K 0.01% 669
2018
Q3 		$1.43M Buy
19,000
+100
+0.5% +$7.67K 0.01% 748
2018
Q2 		$1.46M Buy
18,900
+400
+2% +$30K 0.01% 730
2018
Q1 		$1.34M Buy
+18,500
New +$1.31M 0.01% 740

Other funds holding ALE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

State of Michigan Retirement System's ALE Position: Q4 2025 in Review

State of Michigan Retirement System sold out of Allete (ALE) in Q4 2025, closing a stake of 13,746 shares — an estimated $913K sold.

State of Michigan Retirement System first reported a position in ALE in Q1 2018 and held it in 31 quarters. The position peaked at $1.51M in Q1 2019. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • State of Michigan Retirement System reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • State of Michigan Retirement System sold 13,746 Allete shares in Q4 2025, an estimated $913K.
  • State of Michigan Retirement System first reported a position in Allete in Q1 2018 and held it in 31 quarters.
  • State of Michigan Retirement System's Allete position peaked at $1.51M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on State of Michigan Retirement System's 13F filing for Q4 2025, filed 29 Jan 2026.