WFA
ALE

WJ Financial Advisors’s Allete ALE Stock Holding History

WJ Financial Advisors’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
-7,778
Closed -$516K – 116
2025
Q3 		$516K Buy
+7,778
New +$505K 0.5% 60

Other funds holding ALE

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

WJ Financial Advisors's ALE Position: Q4 2025 in Review

WJ Financial Advisors sold out of Allete (ALE) in Q4 2025, closing a stake of 7,778 shares — an estimated $516K sold.

WJ Financial Advisors first reported a position in ALE in Q3 2025 and held it in 1 quarter. The position peaked at $516K in Q3 2025. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • WJ Financial Advisors reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • WJ Financial Advisors sold 7,778 Allete shares in Q4 2025, an estimated $516K.
  • WJ Financial Advisors first reported a position in Allete in Q3 2025 and held it in 1 quarter.
  • WJ Financial Advisors's Allete position peaked at $516K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on WJ Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.