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Broadwater Capital’s Otter Tail OTTR Stock Holding History

Broadwater Capital’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 		$8.55K Hold
95
– – 0.01% 163
2026
Q1 		$7.68K Hold
95
– – 0.01% 166
2025
Q4 		$7.68K Hold
95
– – 0.01% 166
2025
Q3 		$7.79K Sell
95
-7,229
-99% -$586K 0.01% 173
2025
Q2 		$7.32K Buy
7,324
+7,229
+7,609% +$564K 0.01% 175
2025
Q1 		$7.63K Hold
95
– – 0.01% 170
2024
Q4 		$7.01K Hold
95
– – 0.01% 179
2024
Q3 		$7.42K Hold
95
– – 0.01% 186
2024
Q2 		$8.32K Hold
95
– – 0.01% 178
2024
Q1 		$8.21K Hold
95
– – 0.01% 179
2023
Q4 		$8.07K Buy
+95
New +$7.33K 0.01% 175

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 $3.37T AUM 44.26% 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

Broadwater Capital's OTTR Position: Q2 2026 in Review

Broadwater Capital held its Otter Tail (OTTR) position steady in Q2 2026 at 95 shares worth $8.55K. The position accounts for 0.01% of the portfolio, ranked #163.

Broadwater Capital first reported a position in OTTR in Q4 2023 and has held it in 11 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Broadwater Capital held 95 shares of Otter Tail worth $8.55K as of Q2 2026.
  • Broadwater Capital left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #163 holding.
  • Broadwater Capital first reported a position in Otter Tail in Q4 2023 and has held it in 11 quarters since.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.