AlleteALE

13F holders, Q2 2025 (June 30)
343holders +5
45new positions
40sold out
5famous investors
$64.06avg. 13F price*

At the end of Q2 2025, 343 institutions reported holding Allete Inc. (ALE) in their 13F filings, up 5 from Q1 2025. 45 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($498.7M), Vanguard Group Inc. ($404.8M) and State Street Corp. ($142.2M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Allete Inc.
CUSIP
018522300
Latest filing quarter
Q1 2026

History

Number of 13F holders

0100200300400 Q1 2024: 310Q1 2024Q2 2024: 333Q2 2024Q3 2024: 330Q3 2024Q4 2024: 348Q4 2024Q1 2025: 338Q1 2025Q2 2025: 343Q2 2025Q3 2025: 353Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions45$119.4M
Exits40$75.8M

All 13F filers, Q1 2025 → Q2 2025: 4,667,504 shares bought and 3,581,066 shares sold, net +1,086,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 343 holders

BlackRock, Inc. 0.01% Add +0.9% 7,783,098 $498.7M
Vanguard Group Inc. 0.01% Reduce -0.5% 6,318,642 $404.8M
State Street Corp. 0.01% Reduce -1.5% 2,218,806 $142.2M
AQR Arbitrage LLC 3.62% Add +29.1% 1,527,923 $97.7M
Geode Capital Management, LLC 0.01% Add +0.9% 1,427,514 $91.5M
Dimensional Fund Advisors LP 0.01% Add +0.0% 961,910 $61.6M
Qube Research & Technologies Ltd 0.08% Add +43.2% 924,076 $59.2M
Highbridge Capital Management LLC 8.96% Add +7.5% 898,146 $57.5M
Melqart Asset Management (UK) Ltd 7.65% Add +30.9% 835,112 $53.5M
Two Sigma Advisers, LP 0.10% Reduce -19.8% 798,460 $51.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.5% 758,874 $48.6M
Northern Trust Corp. 0.01% Reduce -5.0% 708,313 $45.4M
First Trust Advisors LP 0.04% Reduce -4.3% 686,400 $44.0M
Caxton Associates LLP 1.11% New 673,116 $43.1M
Alliancebernstein L.P. 0.01% Add +24.5% 589,846 $37.8M
Millennium Management 0.03% Reduce -25.3% 521,468 $33.4M
Invesco Ltd. 0.01% Add +38.3% 519,639 $33.3M
UBS Group AG 0.01% Reduce -19.9% 512,134 $32.8M
Morgan Stanley 0.00% Reduce -5.9% 506,335 $32.4M
AQR Capital Management 0.03% Reduce -7.8% 483,002 $30.9M
Nuveen, LLC 0.01% Add +3.1% 469,330 $30.1M
Alpine Associates Management Inc. 1.52% Add +6.3% 443,047 $28.4M
Bank of New York Mellon Corp 0.01% Add +0.3% 440,197 $28.2M
Royal Bank of Canada 0.01% Add +477.1% 406,541 $26.0M
Old Republic International Corp. 0.96% No change 383,100 $24.5M
Neuberger Berman Group LLC 0.02% Reduce -5.3% 380,767 $24.4M
California Public Employees Retirement System 0.01% Add +4.9% 348,496 $22.3M
Gabelli Funds LLC 0.15% Reduce -0.8% 321,769 $20.6M
Renaissance Technologies 0.03% Add +388.8% 297,199 $19.0M
Squarepoint Ops LLC 0.04% Reduce -22.0% 294,887 $18.9M
FIL Ltd 0.02% New 284,022 $18.2M
Alberta Investment Management Corp 0.15% No change 282,202 $18.1M
State of Wisconsin Investment Board 0.04% Add +1.9% 281,084 $18.0M
HSBC Holdings PLC 0.01% Add +10.0% 281,398 $18.0M
Verition Fund Management LLC 0.11% Add +26.5% 279,107 $17.9M
Legal & General Group Plc 0.00% Add +2.4% 275,592 $17.7M
Absolute Gestao de Investimentos Ltda. 5.70% Reduce -29.6% 273,795 $17.5M
Janus Henderson Group PLC 0.01% Add +12.8% 269,585 $17.3M
Toronto Dominion Bank 0.04% Add +3.7% 258,566 $16.6M
GABELLI & Co INVESTMENT ADVISERS, INC. 2.49% Add +5.9% 251,700 $16.1M
Kapitalo Investimentos Ltda 3.02% Reduce -6.9% 216,295 $13.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +0.7% 205,325 $13.2M
JPMorgan Chase & Co. 0.00% Reduce -14.5% 202,337 $13.0M
Rhumbline Advisers 0.01% Add +1.7% 200,317 $12.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +31.0% 186,609 $12.0M
Two Sigma Investments, LP 0.02% Reduce -64.4% 184,555 $11.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +33.1% 177,505 $11.4M
Principal Financial Group Inc. 0.01% Reduce -10.5% 168,665 $10.8M
Aristotle Capital Boston, LLC 0.54% Reduce -7.3% 165,444 $10.6M
Credit Industriel Et Commercial 2.19% New 158,925 $10.2M
Balyasny Asset Management L.P. 0.02% Add +2.3% 154,979 $9.9M
Bank of America Corp. 0.00% Reduce -21.1% 144,200 $9.2M
Citadel Advisors 0.01% Add +583.5% 130,712 $8.4M
Advisors Preferred, LLC 1.37% New 128,258 $8.3M
Goldman Sachs Group Inc. 0.00% Reduce -55.5% 122,723 $7.9M
Barclays PLC 0.00% Add +30.9% 121,987 $7.8M
Schonfeld Strategic Advisors LLC 0.06% Add +2616.6% 121,294 $7.8M
Lighthouse Investment Partners, LLC 0.34% New 120,707 $7.7M
Tokio Marine Asset Management Co. Ltd. 0.29% Add +12.9% 119,200 $7.6M
Groupe la Francaise 0.12% New 114,116 $7.3M
Swiss National Bank 0.00% Reduce -1.3% 110,700 $7.1M
ProShare Advisors LLC 0.01% Reduce -15.9% 107,477 $6.9M
Voloridge Investment Management, LLC 0.02% Add +65.7% 104,945 $6.7M
Ameriprise Financial Inc. 0.00% Add +1.9% 89,684 $5.7M
Versor Investments LP 1.01% Add +57.5% 89,090 $5.7M
Energy Income Partners, LLC 0.10% Reduce -30.4% 77,452 $5.0M
Abc Arbitrage SA 0.53% Reduce -12.5% 72,866 $4.7M
FMR LLC 0.00% Add +226.6% 72,514 $4.6M
Susquehanna International Group, LLP 0.01% Reduce -15.1% 72,087 $4.6M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +26.5% 71,672 $4.6M
Retirement Systems of Alabama 0.02% Add +0.4% 70,768 $4.5M
Kennedy Capital Management LLC 0.10% Reduce -1.7% 68,529 $4.4M
Sei Investments Co. 0.00% Add +18.4% 63,698 $4.1M
Jane Street Group, LLC 0.01% Reduce -38.3% 63,596 $4.1M
Man Group plc 0.01% New 60,193 $3.9M
Raymond James Financial Inc. 0.00% Add +5.7% 59,716 $3.8M
GAMCO Investors 0.04% Add +22.0% 59,437 $3.8M
California State Teachers Retirement System 0.00% Reduce -8.0% 56,991 $3.7M
Wolverine Asset Management LLC 0.26% Add +7.2% 56,088 $3.6M
Citigroup Inc. 0.00% Reduce -62.6% 55,181 $3.5M
Polar Asset Management Partners Inc. 0.12% New 55,000 $3.5M
Eisler Capital Management Ltd. 0.12% Add +8.3% 54,153 $3.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 54,061 $3.5M
Integrated Wealth Concepts LLC 0.03% Add +6.5% 53,931 $3.5M
Strategic Planning, Inc. 2.06% Reduce -2.6% 53,714 $3.4M
Nisa Investment Advisors, LLC 0.01% Reduce -3.4% 50,606 $3.2M
Corient Private Wealth LP 0.00% Reduce -2.7% 50,098 $3.2M
Wells Fargo & Company 0.00% Add +42.8% 47,800 $3.1M
Marshall Wace, LLP 0.00% Add +426.9% 45,274 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -5.3% 45,262 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +11.0% 44,675 $2.9M
Wellington Management Group LLP 0.00% Reduce -20.6% 44,016 $2.8M
Captrust Financial Advisors 0.01% Add +0.5% 43,564 $2.8M
Point72 Asia (Singapore) Pte. Ltd. 0.47% Add +85.6% 41,531 $2.7M
Magellan Asset Management Ltd 0.03% Reduce -2.5% 41,448 $2.7M
Allianz Asset Management GmbH 0.00% New 40,567 $2.6M
Yakira Capital Management, Inc. 0.93% Add +46.3% 39,320 $2.5M
Prelude Capital Management, LLC 0.25% Reduce -68.0% 39,272 $2.5M
Nexpoint Asset Management, L.P. 0.24% New 38,987 $2.5M
Harbor Capital Advisors, Inc. 0.10% Reduce -9.2% 38,553 $2.5M
Macquarie Group Ltd. 0.00% Add +1.1% 38,411 $2.5M
Olympiad Research LP 3.99% No change 38,110 $2.4M
Deutsche Bank AG 0.00% Reduce -14.6% 37,645 $2.4M
Intech Investment Management LLC 0.02% Reduce -11.3% 35,665 $2.3M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 34,987 $2.2M
Brevan Howard Capital Management LP 0.02% Add +251.1% 34,942 $2.2M
Algert Global LLC 0.05% Reduce -5.0% 34,940 $2.2M
Cozad Asset Management Inc. 0.20% Reduce -0.1% 34,902 $2.2M
CWA Asset Management Group, LLC 0.09% Add +30.9% 32,700 $2.1M
Atom Investors LP 0.18% New 32,583 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -47.2% 31,685 $2.0M
Harvest Management LLC 0.93% Add +15.5% 29,851 $1.9M
DeepCurrents Investment Group LLC 2.12% Reduce -0.8% 29,378 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -3.4% 28,794 $1.8M
CSS LLC 0.34% Add +21.2% 28,542 $1.8M
Kintayl Capital LP 1.13% New 28,195 $1.8M
Ieq Capital, LLC 0.01% Add +64.2% 28,060 $1.8M
BCK Capital Management LP 1.55% No change 27,837 $1.8M
Franklin Resources Inc. 0.00% Reduce -17.0% 27,462 $1.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -10.1% 26,378 $1.7M
Amalgamated Bank 0.01% Reduce -1.4% 25,494 $1.6M
LMR Partners LLP 0.04% New 25,471 $1.6M
US Bancorp \de 0.00% Reduce -5.9% 25,467 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 25,328 $1.6M
Osaic Holdings, Inc. 0.00% Add +19.5% 24,115 $1.5M
Cannon Global Investment Management, LLC 3.96% Add +152.2% 22,700 $1.5M
BNP Paribas Financial Markets 0.00% Add +82.8% 21,634 $1.4M
Creative Planning 0.00% Add +2.0% 20,790 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +49.5% 20,387 $1.3M
Alps Advisors Inc. 0.01% Reduce -0.7% 20,118 $1.3M
Quantinno Capital Management LP 0.01% Add +44.1% 19,872 $1.3M
Van Eck Associates Corp. 0.00% Add +9.2% 19,779 $1.3M
New York State Common Retirement Fund 0.00% Add +8.9% 19,588 $1.3M
LPL Financial LLC 0.00% Reduce -16.3% 19,409 $1.2M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -3.6% 19,390 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 19,198 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.0% 18,809 $1.2M
STRS Ohio 0.00% Add +2.2% 18,300 $1.2M
Ameritas Investment Partners, Inc. 0.03% Reduce -0.9% 17,118 $1.1M
Arizona State Retirement System 0.01% Add +2.0% 16,916 $1.1M
American Century Companies Inc. 0.00% Add +1.2% 16,642 $1.1M
Comerica Bank 0.00% Reduce -9.7% 16,558 $1.1M
Tradition Wealth Management, LLC 0.08% Reduce -1.3% 16,368 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 16,349 $1.0M
Louisiana State Employees Retirement System 0.02% Add +0.6% 16,300 $1.0M
Teacher Retirement System of Texas 0.00% Add +0.4% 15,625 $1.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -70.7% 15,622 $1.0M
Cubist Systematic Strategies, LLC 0.01% Reduce -56.5% 15,590 $999K
Voya Investment Management LLC 0.00% Add +7.3% 15,534 $995K
Harbour Investments, Inc. 0.02% Reduce -2.0% 14,795 $948K
Cetera Investment Advisers 0.00% Reduce -11.8% 14,770 $946K
Mariner, LLC 0.00% Add +0.9% 14,088 $903K
State of Michigan Retirement System 0.00% Add +0.7% 13,946 $894K
Thrivent Financial for Lutherans 0.00% Reduce -31.0% 13,633 $873K
Icon Advisers Inc. 0.20% Reduce -25.0% 13,500 $865K
Police & Firemen's Retirement System of New Jersey 0.01% Add +6.0% 13,112 $840K
Gilliland Jeter Wealth Management LLC 0.27% No change 13,096 $839K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 12,928 $828K
Meeder Advisory Services, Inc. 0.04% Add +25.1% 12,883 $825K
HRT Financial LP 0.00% New 12,890 $825K
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.9% 12,550 $814K
Vanguard Personalized Indexing Management, LLC 0.01% Add +29.2% 12,531 $803K
Exchange Traded Concepts, LLC 0.01% Add +1.9% 12,359 $792K
Oxford Asset Management LLP 0.26% Add +23.4% 12,154 $779K
Inspire Advisors, LLC 0.08% Reduce -70.5% 12,114 $776K
Aviance Capital Partners, LLC 0.10% No change 12,017 $770K
Great Valley Advisor Group, Inc. 0.02% Add +193.8% 11,994 $768K
Cwm, LLC 0.00% Add +88.2% 11,914 $763K
Oregon Public Employees Retirement Fund 0.01% Add +0.8% 11,886 $762K
New Mexico Educational Retirement Board 0.02% No change 11,700 $750K
Guggenheim Capital LLC 0.01% Add +78.7% 11,700 $750K
SG Americas Securities, LLC 0.00% Add +23.2% 11,669 $748K
Blackstone Inc. 0.00% No change 11,353 $727K
R Squared Ltd 0.39% New 11,106 $712K
Resona Asset Management Co.,Ltd. 0.00% Add +3.4% 11,001 $705K
Vise Technologies, Inc. 0.03% — 10,918 $700K
D.A. Davidson & Co. 0.00% Reduce -0.5% 10,778 $691K
Victory Capital Management Inc. 0.00% Reduce -0.7% 10,527 $674K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 10,461 $670K
Natixis Advisors, LLC 0.00% New 10,346 $663K
Inspire Investing, LLC 0.07% Add +88.8% 10,309 $660K
Occudo Quantitative Strategies LP 0.07% New 10,216 $655K
Prudential Financial Inc. 0.00% Add +53.2% 9,116 $586K
Dakota Wealth Management 0.01% No change 9,098 $583K
South Dakota Investment Council 0.01% Reduce -47.0% 8,795 $563K
Entropy Technologies, LP 0.04% Add +23.6% 8,648 $554K
NINE MASTS CAPITAL Ltd 0.23% New 8,588 $550K
Truist Financial Corp. 0.00% Add +5.1% 8,511 $545K
Samalin Investment Counsel, LLC 0.20% Add +1.4% 8,285 $531K
Xponance LLC 0.00% Reduce -0.6% 8,216 $526K
Envestnet Portfolio Solutions, Inc. 0.00% New 8,142 $522K
Bank of Montreal 0.00% Reduce -14.1% 8,057 $516K
Mercer Global Advisors Inc. 0.00% Add +6.4% 7,783 $499K
Tower Research Capital LLC (TRC) 0.01% Add +240.3% 7,777 $498K
First Citizens Bank & Trust Co. 0.01% New 7,627 $489K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.1% 7,526 $482K
Cantor Fitzgerald, L. P. 0.01% New 7,500 $481K
Cibc World Markets Corp. 0.00% Reduce -44.0% 7,213 $462K
Probity Advisors, Inc. 0.08% Add +5.7% 7,038 $451K
Engineers Gate Manager LP 0.01% Add +69.0% 6,641 $425K
Cerity Partners LLC 0.00% Add +55.1% 6,626 $425K
Pathstone Holdings, LLC 0.00% Reduce -6.6% 6,502 $417K
State of Alaska, Department of Revenue 0.00% Reduce -4.1% 6,506 $416K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -36.2% 6,378 $409K
Vermillion Wealth Management, Inc. 0.19% No change 6,359 $407K
XTX Topco Ltd 0.02% Add +1.0% 6,327 $405K
Farringdon Capital, Ltd. 0.13% New 6,008 $385K
Federated Hermes, Inc. 0.00% Reduce -28.0% 5,687 $364K
Advisors Asset Management, Inc. 0.01% Reduce -0.7% 5,528 $354K
Headlands Technologies LLC 0.04% Add +10173.1% 5,342 $342K
FORA Capital, LLC 0.04% New 5,204 $333K
Polymer Capital Management (US) LLC 0.05% New 5,065 $325K
Sowell Financial Services LLC 0.01% Reduce -0.5% 4,831 $310K
Empowered Funds, LLC 0.00% Reduce -24.9% 4,678 $300K
Baker Ellis Asset Management LLC 0.04% Reduce -2.1% 4,650 $298K
HighTower Advisors, LLC 0.00% Reduce -45.5% 4,571 $293K
Nicolet Advisory Services, LLC 0.02% No change 4,243 $280K
Securian Asset Management, Inc. 0.01% No change 4,361 $279K
Mairs & Power Inc. 0.00% Reduce -13.2% 4,288 $275K
JNBA Financial Advisors 0.03% No change 4,266 $273K
Wilmington Savings Fund Society, FSB 0.00% No change 4,220 $270K
Glenmede Investment Management, LP 0.00% — 4,182 $268K
Russell Investments Group, Ltd. 0.00% Reduce -86.1% 4,040 $259K
Mackenzie Financial Corp. 0.00% Add +1.7% 3,996 $256K
Kestra Investment Management, LLC 0.01% Reduce -0.7% 3,915 $251K
PenderFund Capital Management Ltd. 0.14% Add +14.8% 3,880 $249K
Independent Advisor Alliance 0.01% Reduce -1.7% 3,843 $246K
Quadrant Capital Group LLC 0.01% Reduce -6.4% 3,801 $244K
Kestra Advisory Services, LLC 0.00% Reduce -36.2% 3,762 $241K
PAX Financial Group, LLC 0.04% New 3,553 $228K
Schnieders Capital Management LLC 0.04% No change 3,360 $215K
Avantax Planning Partners, Inc. 0.01% Reduce -9.6% 3,336 $214K
GAMMA Investing LLC 0.01% Add +81.6% 3,333 $214K
Crossmark Global Holdings, Inc. 0.00% Add +1.7% 3,203 $205K
Envestnet Asset Management Inc. 0.00% Reduce -89.6% 3,167 $203K
Alerus Financial NA 0.01% No change 3,111 $199K
Public Employees Retirement Association of Colorado 0.00% Reduce -32.1% 2,904 $186K
Principal Securities, Inc. 0.00% Add +9.1% 2,761 $177K
Farther Finance Advisors, LLC 0.00% Reduce -10.3% 2,524 $162K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.7% 2,181 $140K
EverSource Wealth Advisors, LLC 0.01% Add +160.9% 1,829 $117K
NewEdge Advisors, LLC 0.00% New 1,662 $106K
Sterling Capital Management LLC 0.00% Add +57.8% 1,581 $101K
Tompkins Financial Corp. 0.01% No change 1,437 $92K
Hantz Financial Services, Inc. 0.00% Add +9.9% 1,442 $92K
Versant Capital Management, Inc 0.01% Add +19.3% 1,402 $90K
Jones Financial Companies LLLP 0.00% Reduce -8.6% 1,390 $89K
MJT & Associates Financial Advisory Group, Inc. 0.11% No change 1,383 $89K
KBC Group NV 0.00% Reduce -27.3% 1,314 $84K
Public Employees Retirement System of Ohio 0.00% Reduce -4.0% 1,095 $70K
Parallel Advisors, LLC 0.00% Reduce -7.8% 1,005 $64K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $64K
Point72 (DIFC) Ltd 0.00% New 916 $59K
Spire Wealth Management 0.00% Reduce -1.1% 904 $58K
Elevation Point Wealth Partners, LLC 0.00% New 876 $56K
Financial Perspectives, Inc 0.02% No change 830 $53K
AdvisorNet Financial, Inc 0.00% Reduce -6.4% 804 $52K
MAI Capital Management 0.00% Add +12.9% 768 $49K
Cherry Tree Wealth Management, LLC 0.01% No change 744 $48K
Bayforest Capital Ltd 0.02% New 702 $45K
Larson Financial Group LLC 0.00% Add +392.0% 674 $43K
IFP Advisors, Inc 0.00% Add +3456.3% 569 $40K
Fifth Third Bancorp 0.00% Reduce -15.7% 612 $39K
Shell Asset Management Co. 0.00% Reduce -10.4% 603 $39K
Natixis 0.00% New 600 $38K
Optiver Holding B.V. 0.00% Reduce -4.8% 596 $38K
UMB Bank, n.a. 0.00% Add +10.5% 590 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 580 $37K
Costello Asset Management, INC 0.01% Add +0.2% 537 $34K
Allworth Financial LP 0.00% Add +18.4% 528 $34K
Signaturefd, LLC 0.00% Reduce -6.2% 488 $31K
Valley National Advisers Inc. 0.00% No change 416 $26K
Hennessy Advisors Inc. 0.00% New 375 $24K
Bessemer Group Inc. 0.00% Add +16.3% 378 $24K
Geneos Wealth Management Inc. 0.00% No change 366 $23K
Huntington National Bank 0.00% Reduce -69.6% 313 $20K
Chesapeake Asset Management LLC 0.02% No change 300 $19K
Byrne Asset Management LLC 0.01% No change 300 $19K
Anchor Investment Management, LLC 0.00% No change 300 $19K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.9% 288 $18K
Essential Partners LLC 0.01% — 278 $18K
CX Institutional 0.00% No change 266 $17K
Chilton Capital Management LLC 0.00% No change 240 $15K
Smartleaf Asset Management LLC 0.00% Reduce -52.1% 230 $15K
Oliver Lagore Vanvalin Investment Group 0.01% — 200 $13K
Brooklyn Investment Group 0.00% Add +558.1% 204 $13K
Pinnacle Bancorp, Inc. 0.00% No change 200 $13K
Mint Tower Capital Management B.V. 0.00% New 193 $12K
Capital Advisors, Ltd. LLC 0.00% Add +40.1% 192 $12K
Hilltop National Bank 0.00% — 180 $12K
CIBC Private Wealth Group LLC 0.00% No change 172 $11K
Christopher J. Hasenberg, Inc 0.00% No change 167 $11K
Atlantic Union Bankshares Corp 0.00% New 156 $10K
Parkside Financial Bank & Trust 0.00% Add +259.5% 151 $10K
Clearstead Advisors, LLC 0.00% Add +436.0% 134 $9K
Flagship Wealth Advisors, LLC 0.00% No change 133 $9K
Private Wealth Management Group, LLC 0.00% No change 129 $8K
Westside Investment Management, Inc. 0.00% New 121 $8K
Bell Investment Advisors, Inc 0.00% Add +16.7% 112 $7K
SouthState Bank Corp 0.00% Add +900.0% 100 $6K
Garde Capital, Inc. 0.00% No change 100 $6K
Hemington Wealth Management 0.00% Reduce -25.5% 105 $6K
CENTRAL TRUST Co 0.00% No change 91 $6K
Global Retirement Partners, LLC 0.00% — 89 $6K
Bank of New Hampshire 0.00% No change 87 $6K
Colonial Trust Advisors 0.00% No change 83 $5K
Assetmark, Inc. 0.00% Add +350.0% 81 $5K
City State Bank 0.00% No change 80 $5K
Rothschild Investment LLC 0.00% Add +23.1% 80 $5K
WealthCollab, LLC 0.00% No change 78 $5K
IFS Advisors, LLC 0.00% No change 70 $4K
PrairieView Partners, LLC 0.00% No change 72 $4K
Holos Integrated Wealth LLC 0.00% No change 60 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 54 $3K
Prestige Wealth Management Group LLC 0.00% No change 48 $3K
Farmers & Merchants Investments Inc. 0.00% Add +11.9% 47 $3K
Kilter Group LLC 0.00% New 42 $3K
Brown Brothers Harriman & Co. 0.00% New 41 $3K
Perkins Coie Trust Co 0.00% No change 38 $2K
Covestor Ltd 0.00% Reduce -98.3% 28 $2K
Ameritas Advisory Services, LLC 0.00% New 31 $2K
Fortitude Family Office, LLC 0.00% New 28 $2K
JFS Wealth Advisors, LLC 0.00% No change 25 $2K
Hughes Financial Services, LLC 0.00% New 24 $2K
True Wealth Design, LLC 0.00% Reduce -81.8% 23 $1K
TCTC Holdings, LLC 0.00% No change 22 $1K
CVA Family Office, LLC 0.00% No change 19 $1K
Rialto Wealth Management, LLC 0.00% New 16 $1K
Avion Wealth 0.00% Add +100.0% 16 $1K
Legacy Investment Solutions, LLC 0.00% — 14 $897
Legacy Wealth Managment, LLC 0.00% No change 14 $897
Arax Advisory Partners 0.00% No change 11 $705
Twin Peaks Wealth Advisors, LLC 0.00% New 9 $592
Sachetta, LLC 0.00% No change 9 $577
Physician Wealth Advisors, Inc. 0.00% New 8 $513
Cornerstone Planning Group LLC 0.00% New 7 $462
S&T Bank 0.00% New 5 $320
Financial Management Professionals, Inc. 0.00% No change 5 $320
DecisionPoint Financial, LLC 0.00% New 4 $259
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 4 $257
SBI Securities Co., Ltd. 0.00% No change 4 $256
DiNuzzo Private Wealth, Inc. 0.00% No change 3 $193
Trust Co. of Vermont 0.00% No change 3 $192

"% of holder's portfolio" is ALE's weight in each manager's 13F, not the share of Allete Inc. the manager owns.