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AE Wealth Management’s Otter Tail OTTR Stock Holding History

AE Wealth Management’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Buy
+2,519
New +$223K ﹤0.01% 1643
2025
Q1 		– Sell
-4,662
Closed -$344K – 2248
2024
Q4 		$344K Buy
+4,662
New +$365K ﹤0.01% 1040

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AE Wealth Management's OTTR Position: Q2 2026 in Review

AE Wealth Management opened a new position in Otter Tail (OTTR) in Q2 2026: 2,519 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1643 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in OTTR as recently as Q4 2024.

AE Wealth Management first reported a position in OTTR in Q4 2024 and has held it in 2 quarters since. The position peaked at $344K in Q4 2024. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • AE Wealth Management held 2,519 shares of Otter Tail worth $227K as of Q2 2026.
  • Otter Tail was a new AE Wealth Management position in Q2 2026.
  • Otter Tail made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1643 holding.
  • AE Wealth Management first reported a position in Otter Tail in Q4 2024 and has held it in 2 quarters since.
  • AE Wealth Management's Otter Tail position peaked at $344K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.