Wealth Enhancement Advisory Services’s Itron ITRI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	4,251 +1,545	+57%	+$132K	﹤0.01%	3021
2026 Q1	$240K	Buy	+2,706	New	+$260K	﹤0.01%	2987
2025 Q4	–	Sell	-2,672	Closed	-$338K	–	3727
2025 Q3	$338K	Sell	2,672 -25	-0.9%	-$3.18K	﹤0.01%	2677
2025 Q2	$366K	Buy	+2,697	New	+$305K	﹤0.01%	2462
2025 Q1	–	Sell	-2,955	Closed	-$321K	–	3064
2024 Q4	$321K	Buy	2,955 +867	+42%	+$96.9K	﹤0.01%	2330
2024 Q3	$223K	Buy	+2,088	New	+$211K	﹤0.01%	2383

Other funds holding ITRI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's ITRI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Itron (ITRI) stake by 57% in Q2 2026, buying an estimated $132K and bringing the position to 4,251 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

Wealth Enhancement Advisory Services first reported a position in ITRI in Q3 2024 and has held it in 6 quarters since. The position peaked at $366K in Q2 2025. 45 funds tracked by Wall St. Rank hold ITRI as of Q2 2026.

Wealth Enhancement Advisory Services held 4,251 shares of Itron worth $362K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,545 Itron shares in Q2 2026, an estimated $132K.
Itron made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3021 holding.
Wealth Enhancement Advisory Services first reported a position in Itron in Q3 2024 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Itron position peaked at $366K in Q2 2025.
45 funds tracked by Wall St. Rank held Itron as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.