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Aquatic Capital Management’s Otter Tail OTTR Stock Holding History

Aquatic Capital 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
2025
Q4 		– Sell
-10,366
Closed -$850K – 1666
2025
Q3 		$850K Sell
10,366
-10,354
-50% -$840K 0.02% 723
2025
Q2 		$1.6M Buy
20,720
+11,178
+117% +$873K 0.03% 530
2025
Q1 		$767K Sell
9,542
-9,093
-49% -$720K 0.02% 661
2024
Q4 		$1.38M Buy
18,635
+2,735
+17% +$214K 0.04% 466
2024
Q3 		$1.24M Buy
15,900
+6,700
+73% +$580K 0.03% 459
2024
Q2 		$806K Buy
9,200
+5,800
+171% +$508K 0.03% 437
2024
Q1 		$294K Buy
+3,400
New +$296K 0.01% 675
2022
Q4 		– Sell
-6,000
Closed -$369K – 1696
2022
Q3 		$369K Buy
+6,000
New +$433K 0.04% 476
2022
Q2 		– Sell
-400
Closed -$25K – 1471
2022
Q1 		$25K Buy
+400
New +$25.1K 0.04% 444

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aquatic Capital Management's OTTR Position: Q4 2025 in Review

Aquatic Capital Management sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 10,366 shares — an estimated $850K sold.

Aquatic Capital Management first reported a position in OTTR in Q1 2022 and held it in 9 quarters. The position peaked at $1.6M in Q2 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Aquatic Capital Management reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 10,366 Otter Tail shares in Q4 2025, an estimated $850K.
  • Aquatic Capital Management first reported a position in Otter Tail in Q1 2022 and held it in 9 quarters.
  • Aquatic Capital Management's Otter Tail position peaked at $1.6M in Q2 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.