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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 		$7.32M 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 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. The position peaked at $7.32M in Q2 2025. 139 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.
  • Broadwater Capital's Otter Tail position peaked at $7.32M in Q2 2025.
  • 139 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.