TWM
ALE

Tradition Wealth Management’s Allete ALE Stock Holding History

Tradition Wealth Management’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
-16,397
Closed -$1.09M – 498
2025
Q3 		$1.09M Buy
16,397
+29
+0.2% +$1.88K 0.08% 178
2025
Q2 		$1.05M Sell
16,368
-217
-1% -$14.1K 0.08% 179
2025
Q1 		$1.09M Buy
16,585
+103
+0.6% +$6.75K 0.1% 161
2024
Q4 		$1.07M Buy
16,482
+27
+0.2% +$1.74K 0.09% 162
2024
Q3 		$1.06M Buy
16,455
+27
+0.2% +$1.72K 0.09% 164
2024
Q2 		$1.02M Buy
16,428
+27
+0.2% +$1.66K 0.1% 159
2024
Q1 		$978K Buy
16,401
+30
+0.2% +$1.76K 0.1% 151
2023
Q4 		$1M Buy
16,371
+29
+0.2% +$1.63K 0.1% 128
2023
Q3 		$863K Buy
16,342
+29
+0.2% +$1.63K 0.1% 129
2023
Q2 		$946K Buy
16,313
+27
+0.2% +$1.67K 0.11% 125
2023
Q1 		$1.05M Buy
16,286
+25
+0.2% +$1.56K 0.13% 112
2022
Q4 		$1.05M Sell
16,261
-174
-1% -$10.3K 0.15% 104
2022
Q3 		$823K Buy
16,435
+2,265
+16% +$135K 0.12% 118
2022
Q2 		$833K Hold
14,170
– – 0.12% 120
2022
Q1 		$949K Buy
14,170
+333
+2% +$21.4K 0.12% 132
2021
Q4 		$918K Hold
13,837
– – 0.12% 135
2021
Q3 		$824K Hold
13,837
– – 0.12% 131
2021
Q2 		$968K Buy
13,837
+335
+2% +$23.3K 0.14% 125
2021
Q1 		$907K Hold
13,502
– – 0.16% 112
2020
Q4 		$836K Buy
+13,502
New +$765K 0.16% 107

Other funds holding ALE

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

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

Tradition Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 16,397 shares — an estimated $1.09M sold.

Tradition Wealth Management first reported a position in ALE in Q4 2020 and held it in 20 quarters. The position peaked at $1.09M in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Tradition Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 16,397 Allete shares in Q4 2025, an estimated $1.09M.
  • Tradition Wealth Management first reported a position in Allete in Q4 2020 and held it in 20 quarters.
  • Tradition Wealth Management's Allete position peaked at $1.09M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Tradition Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.