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Allete shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Allete

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Allete by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 61k 66.40
2025-06-30 $3.5M 54k 64.07
2025-03-31 $3.3M 51k 65.70
2024-12-31 $3.6M 56k 64.80
2024-09-30 $3.0M 47k 64.19
2024-06-30 $2.6M 42k 62.35
2024-03-31 $2.4M 40k 59.64

More positions owned by Integrated Wealth Concepts

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Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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