SPI
ALE

Strategic Planning Inc’s Allete ALE Stock Holding History

Strategic Planning Inc’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
-53,051
Closed -$3.52M – 53
2025
Q3 		$3.52M Sell
53,051
-663
-1% -$43.1K 2.04% 16
2025
Q2 		$3.44M Sell
53,714
-1,434
-3% -$93.2K 2.06% 17
2025
Q1 		$3.62M Buy
+55,148
New +$3.61M 2.04% 19

Other funds holding ALE

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

Strategic Planning Inc's ALE Position: Q4 2025 in Review

Strategic Planning Inc sold out of Allete (ALE) in Q4 2025, closing a stake of 53,051 shares — an estimated $3.52M sold.

Strategic Planning Inc first reported a position in ALE in Q1 2025 and held it in 3 quarters. The position peaked at $3.62M in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Strategic Planning Inc reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 53,051 Allete shares in Q4 2025, an estimated $3.52M.
  • Strategic Planning Inc first reported a position in Allete in Q1 2025 and held it in 3 quarters.
  • Strategic Planning Inc's Allete position peaked at $3.62M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Strategic Planning Inc's 13F filing for Q4 2025, filed 18 Feb 2026.