ALE β€” ALLETE INC

Ownership history in NewEdge Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

NewEdge Advisors, LLC reported ALLETE INC (ALE) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. 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. 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 NewEdge 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% 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 Q3 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 NewEdge Advisors, LLC held ALE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,662 β€” 0% 0.00% $110K 2025-11-17 β€”
2025 Q2 ADDED 1,662 +1,448 +676.6% 0.00% $106K 2025-08-14 β€”
2024 Q2 REDUCED 214 -3,410 -94.1% 0.00% $13K 2024-08-16 β€”
2024 Q1 UNCHANGED 3,624 β€” 0% 0.00% $216K 2024-05-14 β€”
2023 Q4 ADDED 3,624 +169 +4.9% 0.00% $222K 2024-02-13 β€”
2023 Q3 UNCHANGED 3,455 β€” 0% 0.00% $182K 2023-11-14 β€”
3 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% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About NewEdge 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 NewEdge Advisors, LLC reported owning ALE?

NewEdge Advisors, LLC reported ALE across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ALE position in NewEdge Advisors, LLC's portfolio?

The largest reported portfolio weight for ALE was 0.00% in 2023 Q4.

What is the latest reported ALE position on this page?

The most recent filing on this page is 2025 Q3, when NewEdge Advisors, LLC reported 1,662 shares, equal to 0.00% of portfolio, with an estimated market value of $110K.

What does the chart on this ALE ownership page compare?

The chart compares NewEdge 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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