FLAGSHIP WEALTH ADVISORS, LLC ALE β€” ALLETE Inc

Ownership history in FLAGSHIP WEALTH ADVISORS, LLC  Β·  5 quarters on record

AI Ownership Summary

FLAGSHIP WEALTH ADVISORS, LLC reported ALLETE Inc (ALE) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows ALE at 0.00% 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.

What this ALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSHIP WEALTH ADVISORS, 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
2026 Q1

ALE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 FLAGSHIP WEALTH ADVISORS, LLC held ALE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 133 β€” 0% 0.00% $9K 2026-06-01 β€”
2025 Q3 UNCHANGED β€” β€” β€” 133 β€” 0% 0.00% $9K 2025-10-30 β€”
2025 Q2 UNCHANGED β€” β€” β€” 133 β€” 0% 0.00% $9K 2025-08-07 β€”
2025 Q1 UNCHANGED β€” β€” β€” 133 β€” 0% 0.01% $9K 2025-04-29 β€”
2024 Q4 INITIATED β€” β€” β€” 133 β€” β€” 0.01% $9K 2025-02-10 β€”

FAQ About FLAGSHIP WEALTH ADVISORS, 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 FLAGSHIP WEALTH ADVISORS, LLC reported owning ALE?

FLAGSHIP WEALTH ADVISORS, LLC reported ALE across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ALE position in FLAGSHIP WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ALE was 0.01% in 2024 Q4.

What is the latest reported ALE position on this page?

The most recent filing on this page is 2026 Q1, when FLAGSHIP WEALTH ADVISORS, LLC reported 133 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this ALE ownership page compare?

The chart compares FLAGSHIP WEALTH ADVISORS, 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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