WI
ALE

WBI Investments’s Allete ALE Stock Holding History

WBI Investments’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
2024
Q4 		– Sell
-10,225
Closed -$656K – 204
2024
Q3 		$656K Sell
10,225
-3,924
-28% -$250K 0.16% 149
2024
Q2 		$882K Buy
+14,149
New +$871K 0.21% 101

Other funds holding ALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $229M AUM 110.07% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WBI Investments's ALE Position: Q4 2024 in Review

WBI Investments sold out of Allete (ALE) in Q4 2024, closing a stake of 10,225 shares — an estimated $656K sold.

WBI Investments first reported a position in ALE in Q2 2024 and held it in 2 quarters. The position peaked at $882K in Q2 2024. 348 funds tracked by Wall St. Rank hold ALE as of Q4 2024.

  • WBI Investments reported no remaining Allete position as of Q4 2024 after selling out during the quarter.
  • WBI Investments sold 10,225 Allete shares in Q4 2024, an estimated $656K.
  • WBI Investments first reported a position in Allete in Q2 2024 and held it in 2 quarters.
  • WBI Investments's Allete position peaked at $882K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Allete as of Q4 2024.

Based on WBI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.