Wellington Management Group
ALE

Wellington Management Group’s Allete ALE Stock Holding History

Wellington Management Group’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
-45,378
Closed -$3.01M – 1920
2025
Q3 		$3.01M Buy
45,378
+1,362
+3% +$88.5K ﹤0.01% 1550
2025
Q2 		$2.82M Sell
44,016
-11,443
-21% -$744K ﹤0.01% 1501
2025
Q1 		$3.64M Sell
55,459
-10,191
-16% -$668K ﹤0.01% 1427
2024
Q4 		$4.25M Sell
65,650
-525
-0.8% -$33.9K ﹤0.01% 1386
2024
Q3 		$4.25M Buy
66,175
+595
+0.9% +$37.9K ﹤0.01% 1378
2024
Q2 		$4.09M Buy
65,580
+1,508
+2% +$92.9K ﹤0.01% 1364
2024
Q1 		$3.82M Sell
64,072
-21,981
-26% -$1.29M ﹤0.01% 1388
2023
Q4 		$5.26M Buy
86,053
+3,015
+4% +$169K ﹤0.01% 1291
2023
Q3 		$4.38M Buy
83,038
+2,108
+3% +$119K ﹤0.01% 1304
2023
Q2 		$4.69M Buy
80,930
+6,152
+8% +$380K ﹤0.01% 1286
2023
Q1 		$4.81M Buy
74,778
+13,748
+23% +$860K ﹤0.01% 1295
2022
Q4 		$3.94M Buy
61,030
+2,649
+5% +$157K ﹤0.01% 1330
2022
Q3 		$2.92M Sell
58,381
-112,472
-66% -$6.69M ﹤0.01% 1426
2022
Q2 		$10M Sell
170,853
-138,923
-45% -$8.49M ﹤0.01% 1124
2022
Q1 		$20.7M Sell
309,776
-1,479
-0.5% -$95.1K ﹤0.01% 1007
2021
Q4 		$20.7M Sell
311,255
-847
-0.3% -$53.1K ﹤0.01% 1067
2021
Q3 		$18.6M Sell
312,102
-4,611
-1% -$312K ﹤0.01% 1109
2021
Q2 		$22.2M Sell
316,713
-170,838
-35% -$11.9M ﹤0.01% 1069
2021
Q1 		$32.8M Sell
487,551
-27,103
-5% -$1.78M 0.01% 934
2020
Q4 		$31.9M Sell
514,654
-113,374
-18% -$6.42M 0.01% 913
2020
Q3 		$32.5M Buy
628,028
+43,068
+7% +$2.4M 0.01% 822
2020
Q2 		$31.9M Sell
584,960
-110,002
-16% -$6.24M 0.01% 808
2020
Q1 		$42.2M Sell
694,962
-102,658
-13% -$7.76M 0.01% 683
2019
Q4 		$64.7M Sell
797,620
-480,273
-38% -$39.7M 0.01% 693
2019
Q3 		$112M Buy
1,277,893
+254,592
+25% +$21.9M 0.03% 517
2019
Q2 		$85.1M Buy
1,023,301
+276,456
+37% +$22.8M 0.02% 609
2019
Q1 		$61.4M Sell
746,845
-64,771
-8% -$5.1M 0.01% 683
2018
Q4 		$61.9M Buy
811,616
+90,358
+13% +$6.99M 0.02% 657
2018
Q3 		$54.1M Buy
721,258
+33,990
+5% +$2.61M 0.01% 777
2018
Q2 		$53.2M Sell
687,268
-4,531
-0.7% -$339K 0.01% 772
2018
Q1 		$50M Buy
691,799
+235,263
+52% +$16.6M 0.01% 777
2017
Q4 		$33.9M Buy
456,536
+22,544
+5% +$1.75M 0.01% 898
2017
Q3 		$33.5M Sell
433,992
-5,524
-1% -$414K 0.01% 884
2017
Q2 		$31.5M Buy
439,516
+199,099
+83% +$14.1M 0.01% 872
2017
Q1 		$16.3M Buy
240,417
+2,857
+1% +$187K ﹤0.01% 1096
2016
Q4 		$15.2M Buy
237,560
+27,131
+13% +$1.66M ﹤0.01% 1081
2016
Q3 		$12.5M Buy
210,429
+976
+0.5% +$60.3K ﹤0.01% 1108
2016
Q2 		$13.5M Sell
209,453
-19,094
-8% -$1.1M ﹤0.01% 1065
2016
Q1 		$12.8M Sell
228,547
-23,602
-9% -$1.26M ﹤0.01% 1067
2015
Q4 		$12.8M Sell
252,149
-56,968
-18% -$2.89M ﹤0.01% 1097
2015
Q3 		$15.6M Sell
309,117
-12,159
-4% -$590K ﹤0.01% 1045
2015
Q2 		$14.9M Buy
321,276
+15,207
+5% +$756K ﹤0.01% 1114
2015
Q1 		$16.1M Sell
306,069
-19,332
-6% -$1.06M ﹤0.01% 1105
2014
Q4 		$17.9M Sell
325,401
-9,249
-3% -$473K ﹤0.01% 1079
2014
Q3 		$14.9M Sell
334,650
-12,619
-4% -$604K ﹤0.01% 1113
2014
Q2 		$17.8M Buy
347,269
+7,937
+2% +$399K ﹤0.01% 1074
2014
Q1 		$17.8M Sell
339,332
-6,938
-2% -$347K ﹤0.01% 1067
2013
Q4 		$17.3M Sell
346,270
-5,700
-2% -$282K 0.01% 1062
2013
Q3 		$17M Sell
351,970
-8,530
-2% -$425K 0.01% 1059
2013
Q2 		$18M Buy
+360,500
New +$17.8M 0.01% 1012

Other funds holding ALE

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

Wellington Management Group's ALE Position: Q4 2025 in Review

Wellington Management Group sold out of Allete (ALE) in Q4 2025, closing a stake of 45,378 shares — an estimated $3.01M sold.

Wellington Management Group first reported a position in ALE in Q2 2013 and held it in 50 quarters. The position peaked at $112M in Q3 2019. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Wellington Management Group reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 45,378 Allete shares in Q4 2025, an estimated $3.01M.
  • Wellington Management Group first reported a position in Allete in Q2 2013 and held it in 50 quarters.
  • Wellington Management Group's Allete position peaked at $112M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.