Skip to main content

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, 2026

WEALTH 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
4 OTTR
Otter Tail Corp
This page
16,655 $1,498,616

All Filings in OTTR

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,498,616 16,655
2026-03-31 $1,389,662 15,833
2025-12-31 $1,419,346 17,564
2025-09-30 $1,436,606 17,526
2025-06-30 $1,357,554 17,610
2025-03-31 $1,436,854 17,878
2024-12-31 $1,292,421 17,503
2024-09-30 $1,334,503 17,074
2024-06-30 $1,517,671 17,327
2024-03-31 $1,473,984 17,060
2023-12-31 $1,442,280 16,974
2023-09-30 $493,859 6,505
2023-06-30 $305,654 3,871
2023-03-31 $256,775 3,553