ALE β€” ALLETE INC COM NEW

Ownership history in Holos Integrated Wealth LLC  Β·  2 quarters on record

AI Ownership Summary

Holos Integrated Wealth LLC reported ALLETE INC COM NEW (ALE) in 2 quarterly 13F filings from 2025 Q2 through 2025 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 Holos Integrated Wealth LLC's position in ALLETE INC COM NEW, 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 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Holos Integrated Wealth LLC held ALE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 60 β€” 0% 0.00% $4K 2026-01-05 β€”
2025 Q2 INITIATED 60 β€” β€” 0.00% $4K 2025-08-13 β€”

🏒 Other funds also holding ALE

As of 2025 Q4 β€” sorted by position size

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Holos Integrated Wealth 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 Holos Integrated Wealth LLC reported owning ALE?

Holos Integrated Wealth LLC reported ALE across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ALE position in Holos Integrated Wealth LLC's portfolio?

The largest reported portfolio weight for ALE was 0.00% in 2025 Q2.

What is the latest reported ALE position on this page?

The most recent filing on this page is 2025 Q4, when Holos Integrated Wealth LLC reported 60 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this ALE ownership page compare?

The chart compares Holos Integrated Wealth 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 Holos Integrated Wealth LLC Holdings