TWD
ALE

True Wealth Design’s Allete ALE Stock Holding History

True Wealth Design’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
-60
Closed -$3.98K – 2565
2025
Q3 		$3.98K Buy
60
+37
+161% +$2.4K ﹤0.01% 1170
2025
Q2 		$1.47K Sell
23
-103
-82% -$6.69K ﹤0.01% 1299
2025
Q1 		$8.28K Hold
126
– – ﹤0.01% 531
2024
Q4 		$8.16K Buy
+126
New +$8.13K ﹤0.01% 449

Other funds holding ALE

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

True Wealth Design's ALE Position: Q4 2025 in Review

True Wealth Design sold out of Allete (ALE) in Q4 2025, closing a stake of 60 shares — an estimated $3.98K sold.

True Wealth Design first reported a position in ALE in Q4 2024 and held it in 4 quarters. The position peaked at $8.28K in Q1 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • True Wealth Design reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 60 Allete shares in Q4 2025, an estimated $3.98K.
  • True Wealth Design first reported a position in Allete in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Allete position peaked at $8.28K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.