WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in OTTR — Otter Tail Corp

CIK 1632972 PLYMOUTH, MN

Position in OTTR

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,389,662

-$29,684 QoQ

Shares Held

15,833

-9.9% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.11368660392850376.ToString("F0")% Shared 0.ToString("F0")% None 99.88631339607149.ToString("F0")%

Industrials · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $125,819,193 across 12 Conglomerates names. OTTR ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	279,752	$63,232,344
2	MMM	3M Co	374,879	$54,443,677
3	VMI	Valmont Industries Inc	7,733	$3,089,874
4	OTTR	Otter Tail Corp This page	15,833	$1,389,662
5	DLX	Deluxe Corp	30,311	$834,764
6	MATW	Matthews International Corp	29,163	$752,988
7	FBYD	Falcon's Beyond Global, Inc.	51,032	$719,551
8	GHC	Graham Holdings Co	455	$481,053

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,389,662	15,833	-9.9%	Shares	Sole	2026-04-08
2025-12-31	$1,419,346	17,564	+0.2%	Shares	Sole	2026-01-08
2025-09-30	$1,436,606	17,526	-0.5%	Shares	Sole	2025-10-29
2025-06-30	$1,357,554	17,610	-1.5%	Shares	Sole	2025-07-10
2025-03-31	$1,436,854	17,878	+2.1%	Shares	Sole	2025-04-16
2024-12-31	$1,292,421	17,503	+2.5%	Shares	Sole	2025-03-17
2024-09-30	$1,334,503	17,074	-1.5%	Shares	Sole	2024-10-24
2024-06-30	$1,517,671	17,327	+1.6%	Shares	Sole	2024-07-16
2024-03-31	$1,473,984	17,060	+0.5%	Shares	Sole	2024-04-15
2023-12-31	$1,442,280	16,974	+160.9%	Shares	Sole	2024-01-30
2023-09-30	$493,859	6,505	+68.0%	Shares	Sole	2023-11-13
2023-06-30	$305,654	3,871	+9.0%	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.