WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in OTTR — Otter Tail Corp
CIK 1632972
PLYMOUTH, MN
Position in OTTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,498,616
+$108,954 QoQ
Shares Held
16,655
+5.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 358 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $109,859,584 across 12 Conglomerates names. OTTR ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
392,929 | $63,619,134 | |
| 2 | HON |
Honeywell International Inc
|
155,212 | $34,751,966 | |
| 3 | VMI |
Valmont Industries Inc
|
8,848 | $5,110,604 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
16,655 | $1,498,616 | |
| 5 | SEB |
Seaboard Corp /De/
|
223 | $995,545 | |
| 6 | FBYD |
Falcon's Beyond Global, Inc.
|
51,118 | $916,034 | |
| 7 | MATW |
Matthews International Corp
|
29,545 | $795,351 | |
| 8 | DLX |
Deluxe Corp
|
31,578 | $754,082 |
All Filings in OTTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,616 | 16,655 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,389,662 | 15,833 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,419,346 | 17,564 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,436,606 | 17,526 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,357,554 | 17,610 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,436,854 | 17,878 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,292,421 | 17,503 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,334,503 | 17,074 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,517,671 | 17,327 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,473,984 | 17,060 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,442,280 | 16,974 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $493,859 | 6,505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $305,654 | 3,871 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $256,775 | 3,553 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||