SEC 13F Intelligence

Strategic Planning, Inc. / AEBA

Strategic Planning, Inc.’s Allete Inc Com New Position

Does Strategic Planning, Inc. own Allete Inc Com New (AEBA)? Not currently — the last reported position was 53.1K shares worth $4M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2025
Shares
53.1K
% of Portfolio
+2.04%
Quarters Held
2
position exited

Position History AEBA

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202553.1K$4M+2.04%
Q2 202555.1K$4M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Planning, Inc.’s full portfolio or all institutional holders of AEBA.