SFS
ALE

Stiles Financial Services’s Allete ALE Stock Holding History

Stiles 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
Q1 		– Sell
-3,210
Closed -$208K – 171
2024
Q4 		$208K Buy
3,210
+34
+1% +$2.19K 0.08% 176
2024
Q3 		$204K Buy
+3,176
New +$202K 0.07% 181

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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stiles Financial Services's ALE Position: Q1 2025 in Review

Stiles Financial Services sold out of Allete (ALE) in Q1 2025, closing a stake of 3,210 shares — an estimated $208K sold.

Stiles Financial Services first reported a position in ALE in Q3 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 338 funds tracked by Wall St. Rank hold ALE as of Q1 2025.

  • Stiles Financial Services reported no remaining Allete position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 3,210 Allete shares in Q1 2025, an estimated $208K.
  • Stiles Financial Services first reported a position in Allete in Q3 2024 and held it in 2 quarters.
  • Stiles Financial Services's Allete position peaked at $208K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Allete as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.