Baird Financial Group
OTTR icon

Baird Financial Group’s Otter Tail OTTR Stock Holding History

Baird Financial Group’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
Q2 		– Sell
-4,657
Closed -$374K – 1833
2025
Q1 		$374K Sell
4,657
-1,845
-28% -$146K ﹤0.01% 1481
2024
Q4 		$480K Sell
6,502
-4,552
-41% -$356K ﹤0.01% 1394
2024
Q3 		$864K Sell
11,054
-16,794
-60% -$1.45M ﹤0.01% 1222
2024
Q2 		$2.44M Buy
27,848
+19,884
+250% +$1.74M 0.01% 896
2024
Q1 		$688K Sell
7,964
-733
-8% -$63.7K ﹤0.01% 1274
2023
Q4 		$739K Sell
8,697
-390
-4% -$30.1K ﹤0.01% 1229
2023
Q3 		$690K Buy
+9,087
New +$746K ﹤0.01% 1219
2023
Q2 		– Sell
-5,708
Closed -$413K – 1737
2023
Q1 		$413K Buy
5,708
+1,463
+34% +$97.2K ﹤0.01% 1387
2022
Q4 		$249K Buy
4,245
+327
+8% +$19.6K ﹤0.01% 1522
2022
Q3 		$241K Buy
+3,918
New +$283K ﹤0.01% 1541

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Baird Financial Group's OTTR Position: Q2 2025 in Review

Baird Financial Group sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 4,657 shares — an estimated $374K sold.

Baird Financial Group first reported a position in OTTR in Q3 2022 and held it in 10 quarters. The position peaked at $2.44M in Q2 2024. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Baird Financial Group reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Baird Financial Group sold 4,657 Otter Tail shares in Q2 2025, an estimated $374K.
  • Baird Financial Group first reported a position in Otter Tail in Q3 2022 and held it in 10 quarters.
  • Baird Financial Group's Otter Tail position peaked at $2.44M in Q2 2024.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Baird Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.