Allete shares owned by Creative Planning
Historical chart of Creative Planning investment in Allete
Tip: Access up to 7 years of quarterly data
All positions including Allete held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Allete by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 23k | 66.40 |
| 2025-06-30 | $1.3M | 21k | 64.07 |
| 2025-03-31 | $1.3M | 20k | 65.70 |
| 2024-12-31 | $1.4M | 21k | 64.80 |
| 2024-09-30 | $1.4M | 22k | 64.19 |
| 2024-06-30 | $1.3M | 21k | 62.35 |
| 2024-03-31 | $411k | 6.9k | 59.64 |
| 2023-12-31 | $385k | 6.3k | 61.16 |
| 2023-09-30 | $366k | 6.9k | 52.80 |
| 2023-06-30 | $284k | 4.9k | 57.97 |
| 2023-03-31 | $302k | 4.7k | 64.37 |
| 2022-12-31 | $277k | 4.3k | 64.51 |
| 2022-03-31 | $2.0k | 35 | 57.14 |
| 2021-03-31 | $1.0M | 15k | 67.17 |
| 2020-12-31 | $941k | 15k | 61.93 |
| 2020-09-30 | $770k | 15k | 51.77 |
| 2020-06-30 | $788k | 14k | 54.62 |
| 2020-03-31 | $878k | 15k | 60.67 |
| 2019-12-31 | $1.3M | 16k | 81.20 |
| 2019-09-30 | $1.4M | 16k | 87.39 |
| 2019-06-30 | $1.4M | 17k | 83.22 |
| 2019-03-31 | $1.4M | 17k | 82.25 |
| 2018-12-31 | $1.2M | 16k | 76.20 |
| 2018-09-30 | $1.2M | 16k | 75.00 |
| 2018-06-30 | $1.2M | 15k | 77.41 |
| 2018-03-31 | $1.1M | 15k | 72.28 |
| 2017-12-31 | $1.1M | 14k | 74.38 |
| 2017-09-30 | $1.1M | 14k | 77.30 |
| 2017-06-30 | $1.0M | 14k | 71.70 |
| 2017-03-31 | $944k | 14k | 67.73 |
| 2016-12-31 | $863k | 13k | 64.23 |
| 2016-09-30 | $801k | 13k | 59.61 |
| 2016-06-30 | $856k | 13k | 64.61 |
| 2016-03-31 | $743k | 13k | 56.08 |
| 2015-12-31 | $665k | 13k | 50.83 |
| 2015-09-30 | $687k | 14k | 50.53 |
| 2015-03-31 | $30k | 567 | 52.91 |
| 2014-12-31 | $37k | 667 | 55.47 |
| 2014-09-30 | $43k | 967 | 44.47 |
| 2014-06-30 | $22k | 430 | 51.16 |
| 2014-03-31 | $25k | 468 | 53.42 |
| 2013-12-31 | $35k | 701 | 49.93 |
| 2013-09-30 | $16k | 327 | 48.93 |
| 2013-06-30 | $19k | 377 | 50.40 |
| 2012-12-31 | $7.0k | 160 | 43.75 |
| 2012-09-30 | $7.0k | 160 | 43.75 |
| 2012-06-30 | $7.0k | 160 | 43.75 |