SPIA
ALE

Steward Partners Investment Advisory’s Allete ALE Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-90
Closed -$5.78K – 3972
2024
Q3 		$5.78K Hold
90
– – ﹤0.01% 3140
2024
Q2 		$5.61K Hold
90
– – ﹤0.01% 3008
2024
Q1 		$5.37K Sell
90
-4
-4% -$235 ﹤0.01% 3020
2023
Q4 		$5.75K Buy
94
+4
+4% +$225 ﹤0.01% 2909
2023
Q3 		$4.75K Sell
90
-33
-27% -$1.86K ﹤0.01% 2846
2023
Q2 		$7.13K Buy
+123
New +$7.6K ﹤0.01% 2677
2021
Q4 		– Sell
-90
Closed -$5K – 3174
2021
Q3 		$5K Hold
90
– – ﹤0.01% 2791
2021
Q2 		$6K Hold
90
– – ﹤0.01% 6425
2021
Q1 		$6.05K Hold
90
– – ﹤0.01% 2963
2020
Q4 		$6K Sell
90
-25
-22% -$1.42K ﹤0.01% 2447
2020
Q3 		$6K Hold
115
– – ﹤0.01% 2292
2020
Q2 		$6K Hold
115
– – ﹤0.01% 2199
2020
Q1 		$6K Hold
115
– – ﹤0.01% 2007
2019
Q4 		$9K Hold
115
– – ﹤0.01% 2037
2019
Q3 		$10K Hold
115
– – ﹤0.01% 1972
2019
Q2 		$9K Buy
+115
New +$9.46K ﹤0.01% 2005
2018
Q4 		– Sell
-115
Closed -$9K – 817
2018
Q3 		$9K Hold
115
– – ﹤0.01% 1904
2018
Q2 		$9K Hold
115
– – ﹤0.01% 1762
2018
Q1 		$8K Hold
115
– – ﹤0.01% 1630
2017
Q4 		$8K Hold
115
– – ﹤0.01% 1390
2017
Q3 		$8K Buy
115
+80
+229% +$5.99K ﹤0.01% 1161
2017
Q2 		$2K Buy
+35
New +$2.48K ﹤0.01% 1392

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's ALE Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Allete (ALE) in Q4 2024, closing a stake of 90 shares — an estimated $5.78K sold.

Steward Partners Investment Advisory first reported a position in ALE in Q2 2017 and held it in 22 quarters. The position peaked at $10K in Q3 2019. 348 funds tracked by Wall St. Rank hold ALE as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Allete position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 90 Allete shares in Q4 2024, an estimated $5.78K.
  • Steward Partners Investment Advisory first reported a position in Allete in Q2 2017 and held it in 22 quarters.
  • Steward Partners Investment Advisory's Allete position peaked at $10K in Q3 2019.
  • 348 funds tracked by Wall St. Rank held Allete as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.