UBS AM
ALE

UBS AM’s Allete ALE Stock Holding History

UBS AM’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
-102,666
Closed -$6.82M – 3287
2025
Q3 		$6.82M Sell
102,666
-74,839
-42% -$4.86M ﹤0.01% 1222
2025
Q2 		$11.4M Buy
177,505
+44,181
+33% +$2.87M ﹤0.01% 1296
2025
Q1 		$8.76M Buy
133,324
+32,374
+32% +$2.12M ﹤0.01% 1286
2024
Q4 		$6.54M Sell
100,950
-3,851
-4% -$248K ﹤0.01% 1466
2024
Q3 		$6.73M Sell
104,801
-15,732
-13% -$1M ﹤0.01% 1423
2024
Q2 		$7.52M Buy
120,533
+36,324
+43% +$2.24M ﹤0.01% 1266
2024
Q1 		$5.02M Buy
84,209
+577
+0.7% +$33.9K ﹤0.01% 1250
2023
Q4 		$5.11M Buy
83,632
+1,725
+2% +$96.9K ﹤0.01% 1233
2023
Q3 		$4.32M Sell
81,907
-1,022
-1% -$57.5K ﹤0.01% 1272
2023
Q2 		$5.34M Hold
82,929
– – ﹤0.01% 1196
2023
Q1 		$5.34M Buy
+82,929
New +$5.18M ﹤0.01% 1196
2022
Q4 		– Sell
-62,175
Closed -$3.11M – 2540
2022
Q3 		$3.11M Sell
62,175
-26,655
-30% -$1.58M ﹤0.01% 1372
2022
Q2 		$5.22M Sell
88,830
-316
-0.4% -$19.3K ﹤0.01% 1195
2022
Q1 		$5.97M Buy
89,146
+12,471
+16% +$802K ﹤0.01% 1282
2021
Q4 		$5.09M Buy
76,675
+10,268
+15% +$643K ﹤0.01% 1405
2021
Q3 		$3.95M Sell
66,407
-4,671
-7% -$316K ﹤0.01% 1475
2021
Q2 		$4.97M Buy
71,078
+4,450
+7% +$310K ﹤0.01% 1365
2021
Q1 		$4.48M Buy
66,628
+84
+0.1% +$5.5K ﹤0.01% 1388
2020
Q4 		$4.12M Sell
66,544
-4,008
-6% -$227K ﹤0.01% 1379
2020
Q3 		$3.65M Buy
70,552
+480
+0.7% +$26.8K ﹤0.01% 1283
2020
Q2 		$3.83M Sell
70,072
-2,398
-3% -$136K ﹤0.01% 1236
2020
Q1 		$4.4M Buy
72,470
+919
+1% +$69.5K ﹤0.01% 1087
2019
Q4 		$5.81M Buy
71,551
+2,950
+4% +$244K ﹤0.01% 1132
2019
Q3 		$6M Buy
68,601
+3,088
+5% +$266K ﹤0.01% 1136
2019
Q2 		$5.45M Buy
65,513
+6,441
+11% +$530K ﹤0.01% 1169
2019
Q1 		$4.86M Buy
59,072
+2,922
+5% +$230K ﹤0.01% 1158
2018
Q4 		$4.28M Buy
56,150
+1,618
+3% +$125K ﹤0.01% 1145
2018
Q3 		$4.09M Buy
54,532
+4,139
+8% +$318K ﹤0.01% 1221
2018
Q2 		$3.9M Buy
50,393
+5,060
+11% +$379K ﹤0.01% 1247
2018
Q1 		$3.28M Buy
45,333
+3,645
+9% +$257K ﹤0.01% 1281
2017
Q4 		$3.1M Buy
41,688
+1,956
+5% +$152K ﹤0.01% 1262
2017
Q3 		$3.07M Buy
39,732
+1,544
+4% +$116K ﹤0.01% 1250
2017
Q2 		$2.74M Buy
38,188
+2,393
+7% +$170K ﹤0.01% 1253
2017
Q1 		$2.42M Buy
35,795
+7,252
+25% +$475K ﹤0.01% 1270
2016
Q4 		$1.83M Sell
28,543
-13,103
-31% -$801K ﹤0.01% 1320
2016
Q3 		$2.48M Buy
41,646
+1,842
+5% +$114K ﹤0.01% 1296
2016
Q2 		$2.57M Buy
39,804
+395
+1% +$22.8K ﹤0.01% 1264
2016
Q1 		$2.21M Sell
39,409
-3,591
-8% -$191K ﹤0.01% 1324
2015
Q4 		$2.19M Buy
43,000
+1,811
+4% +$91.9K ﹤0.01% 1402
2015
Q3 		$2.08M Buy
41,189
+12,656
+44% +$614K ﹤0.01% 1414
2015
Q2 		$1.32M Sell
28,533
-96,900
-77% -$4.82M ﹤0.01% 1580
2015
Q1 		$6.62M Sell
125,433
-7,866
-6% -$432K 0.01% 989
2014
Q4 		$7.35M Sell
133,299
-7,500
-5% -$384K 0.01% 951
2014
Q3 		$6.25M Sell
140,799
-46,300
-25% -$2.22M 0.01% 987
2014
Q2 		$9.61M Buy
187,099
+15,800
+9% +$794K 0.01% 864
2014
Q1 		$8.98M Buy
171,299
+6,400
+4% +$320K 0.01% 882
2013
Q4 		$8.22M Buy
164,899
+48,200
+41% +$2.39M 0.01% 880
2013
Q3 		$5.64M Buy
116,699
+10,600
+10% +$528K 0.01% 951
2013
Q2 		$5.29M Buy
+106,099
New +$5.25M 0.01% 939

Other funds holding ALE

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

UBS AM's ALE Position: Q4 2025 in Review

UBS AM sold out of Allete (ALE) in Q4 2025, closing a stake of 102,666 shares — an estimated $6.82M sold.

UBS AM first reported a position in ALE in Q2 2013 and held it in 49 quarters. The position peaked at $11.4M in Q2 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • UBS AM reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • UBS AM sold 102,666 Allete shares in Q4 2025, an estimated $6.82M.
  • UBS AM first reported a position in Allete in Q2 2013 and held it in 49 quarters.
  • UBS AM's Allete position peaked at $11.4M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.