ALE β€” Allete Inc.

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  Β·  47 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported Allete Inc. (ALE) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows ALE at 0.01% 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 GRIMES & Co WEALTH MANAGEMENT, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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.

ALE stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held ALE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,611 +85 +1.1% 0.01% $505K 2025-10-27 β€”
2025 Q2 ADDED 7,526 +84 +1.1% 0.01% $482K 2025-07-22 β€”
2025 Q1 ADDED 7,442 +81 +1.1% 0.02% $489K 2025-04-17 β€”
2024 Q4 ADDED 7,361 +80 +1.1% 0.01% $477K 2025-01-21 β€”
2024 Q3 ADDED 7,281 +79 +1.1% 0.01% $467K 2024-10-22 β€”
2024 Q2 ADDED 7,202 +80 +1.1% 0.01% $449K 2024-07-22 β€”
2024 Q1 ADDED 7,122 +87 +1.2% 0.01% $425K 2024-04-17 β€”
2023 Q4 ADDED 7,035 +84 +1.2% 0.01% $430K 2024-01-24 β€”
39 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 GRIMES & Co WEALTH MANAGEMENT, 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 GRIMES & Co WEALTH MANAGEMENT, LLC reported owning ALE?

GRIMES & Co WEALTH MANAGEMENT, LLC reported ALE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ALE position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ALE was 0.02% in 2025 Q1.

What is the latest reported ALE position on this page?

The most recent filing on this page is 2025 Q3, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 7,611 shares, equal to 0.01% of portfolio, with an estimated market value of $505K.

What does the chart on this ALE ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, 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.

← Back to GRIMES & Co WEALTH MANAGEMENT, LLC Holdings