Valley National Advisers’s Allete ALE Stock Holding History

Valley National Advisers’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	-416	Closed	-$27K	–	909
2025 Q3	$27K	Hold	416	–	–	﹤0.01%	440
2025 Q2	$26K	Hold	416	–	–	﹤0.01%	454
2025 Q1	$27K	Hold	416	–	–	﹤0.01%	447
2024 Q4	$26K	Hold	416	–	–	﹤0.01%	426
2024 Q3	$26K	Hold	416	–	–	﹤0.01%	421
2024 Q2	$25K	Hold	416	–	–	﹤0.01%	479
2024 Q1	$24K	Hold	416	–	–	﹤0.01%	492
2023 Q4	$25K	Hold	416	–	–	﹤0.01%	505
2023 Q3	$22K	Hold	416	–	–	﹤0.01%	487
2023 Q2	$25K	Hold	416	–	–	﹤0.01%	476
2023 Q1	$27K	Hold	416	–	–	﹤0.01%	467
2022 Q4	$27K	Hold	416	–	–	﹤0.01%	459
2022 Q3	$22K	Hold	416	–	–	﹤0.01%	481
2022 Q2	$24K	Hold	416	–	–	0.01%	448
2022 Q1	$28K	Hold	416	–	–	0.01%	459
2021 Q4	$28K	Hold	416	–	–	0.01%	455
2021 Q3	$25K	Hold	416	–	–	﹤0.01%	445
2021 Q2	$29K	Hold	416	–	–	0.01%	423
2021 Q1	$28K	Hold	416	–	–	0.01%	398
2020 Q4	$26K	Hold	416	–	–	0.01%	395
2020 Q3	$22K	Hold	416	–	–	0.01%	388
2020 Q2	$23K	Hold	416	–	–	0.01%	377
2020 Q1	$25K	Hold	416	–	–	0.01%	348
2019 Q4	$34K	Hold	416	–	–	0.01%	352
2019 Q3	$36K	Hold	416	–	–	0.01%	343
2019 Q2	$35K	Hold	416	–	–	0.01%	319
2019 Q1	$34K	Hold	416	–	–	0.01%	321
2018 Q4	$32K	Hold	416	–	–	0.01%	301
2018 Q3	$31K	Hold	416	–	–	0.01%	300
2018 Q2	$32K	Hold	416	–	–	0.01%	294
2018 Q1	$30K	Hold	416	–	–	0.01%	290
2017 Q4	$31K	Hold	416	–	–	0.01%	285
2017 Q3	$32K	Hold	416	–	–	0.01%	284
2017 Q2	$30K	Hold	416	–	–	0.01%	291
2017 Q1	$28K	Hold	416	–	–	0.01%	291
2016 Q4	$27K	Sell	416 -6	-1%	-$367	0.01%	303
2016 Q3	$25K	Buy	422 +6	+1%	+$370	0.01%	283
2016 Q2	$27K	Buy	+416	New	+$24K	0.01%	278

Other funds holding ALE

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

Valley National Advisers's ALE Position: Q4 2025 in Review

Valley National Advisers sold out of Allete (ALE) in Q4 2025, closing a stake of 416 shares — an estimated $27K sold.

Valley National Advisers first reported a position in ALE in Q2 2016 and held it in 38 quarters. The position peaked at $36K in Q3 2019. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

Valley National Advisers reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
Valley National Advisers sold 416 Allete shares in Q4 2025, an estimated $27K.
Valley National Advisers first reported a position in Allete in Q2 2016 and held it in 38 quarters.
Valley National Advisers's Allete position peaked at $36K in Q3 2019.
1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.