Aviance Capital Partners, LLC ALE β€” ALLETE INC.

Ownership history in Aviance Capital Partners, LLC  Β·  23 quarters on record

AI Ownership Summary

Aviance Capital Partners, LLC reported ALLETE INC. (ALE) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows ALE at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aviance Capital Partners, LLC's position in ALLETE INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ALE was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aviance Capital Partners, LLC held ALE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 12,017 β€” 0% 0.09% $798K 2025-10-29 β€”
2025 Q2 UNCHANGED β€” β€” β€” 12,017 β€” 0% 0.10% $770K 2025-08-05 β€”
2025 Q1 UNCHANGED β€” β€” β€” 12,017 β€” 0% 0.11% $790K 2025-04-29 β€”
2024 Q4 UNCHANGED β€” β€” β€” 12,017 β€” 0% 0.11% $779K 2025-02-07 β€”
2024 Q3 UNCHANGED β€” β€” β€” 12,017 β€” 0% 0.10% $771K 2024-11-07 β€”
2024 Q2 ADDED β€” β€” β€” 12,017 +1,743 +17.0% 0.11% $749K 2024-08-09 β€”
2024 Q1 UNCHANGED β€” β€” β€” 10,274 β€” 0% 0.09% $613K 2024-04-18 β€”
2023 Q4 UNCHANGED β€” β€” β€” 10,274 β€” 0% 0.13% $628K 2024-02-06 β€”
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ALE

As of 2025 Q4 β€” sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% Holos Integrated Wealth LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Aviance Capital Partners, LLC and ALE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aviance Capital Partners, LLC reported owning ALE?

Aviance Capital Partners, LLC reported ALE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ALE position in Aviance Capital Partners, LLC's portfolio?

The largest reported portfolio weight for ALE was 0.13% in 2023 Q4.

What is the latest reported ALE position on this page?

The most recent filing on this page is 2025 Q3, when Aviance Capital Partners, LLC reported 12,017 shares, equal to 0.09% of portfolio, with an estimated market value of $798K.

What does the chart on this ALE ownership page compare?

The chart compares Aviance Capital Partners, LLC's quarterly ALE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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