Flagship Wealth Advisors »

Allete shares owned by Flagship Wealth Advisors

Quarter-by-quarter ownership of Allete (ALE) shares owned by Flagship Wealth Advisors from 13F filings

Historical chart of Flagship Wealth Advisors investment in Allete

Tip: Access up to 7 years of quarterly data

All positions including Allete held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Allete by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8k 133 66.40
2025-06-30 $8.5k 133 64.07
2025-03-31 $8.7k 133 65.70
2024-12-31 $8.6k 133 64.80

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth Advisors

Top funds holding Allete

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
CNH Partners
Balyasny Asset Management
Dimensional Fund Advisors
Melqart Asset Management
Millennium Management
Charles Schwab Investment Management
Invesco
Northern Trust
First Trust Advisors
Alliancebernstein
AQR Capital Management

View all funds holding Allete