C.M. Bidwell & Associates’s Otter Tail OTTR Stock Holding History

C.M. Bidwell & Associates’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 Q1	$49.2K	Sell	561 -179	-24%	-$15.5K	0.02%	227
2025 Q4	$59.8K	Hold	740	–	–	0.03%	218
2025 Q3	$60.7K	Sell	740 -1	-0.1%	-$81	0.03%	210
2025 Q2	$57.1K	Hold	741	–	–	0.03%	217
2025 Q1	$59.6K	Sell	741 -15	-2%	-$1.19K	0.04%	206
2024 Q4	$55.8K	Sell	756 -10	-1%	-$783	0.03%	220
2024 Q3	$59.9K	Sell	766 -224	-23%	-$19.4K	0.04%	215
2024 Q2	$86.7K	Hold	990	–	–	0.06%	186
2024 Q1	$85.5K	Buy	990 +420	+74%	+$36.5K	0.06%	192
2023 Q4	$48.4K	Hold	570	–	–	0.04%	220
2023 Q3	$43.3K	Hold	570	–	–	0.03%	288
2023 Q2	$45K	Hold	570	–	–	0.03%	287
2023 Q1	$41.2K	Sell	570 -100	-15%	-$6.64K	0.03%	309
2022 Q4	$39.3K	Sell	670 -30	-4%	-$1.8K	0.03%	308
2022 Q3	$43K	Hold	700	–	–	0.04%	284
2022 Q2	$47K	Buy	+700	New	+$44.5K	0.04%	277
2017 Q3	–	Sell	-4,380	Closed	-$173K	–	357
2017 Q2	$173K	Buy	+4,380	New	+$172K	0.04%	161
2016 Q3	–	Sell	-610	Closed	-$20K	–	303
2016 Q2	$20K	Buy	+610	New	+$18.3K	0.01%	208

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

C.M. Bidwell & Associates's OTTR Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Otter Tail (OTTR) stake by 24% in Q1 2026, selling an estimated $15.5K and leaving 561 shares worth $49.2K. The position accounts for 0.02% of the portfolio, ranked #227.

C.M. Bidwell & Associates first reported a position in OTTR in Q2 2016 and has held it in 18 quarters since. The position peaked at $173K in Q2 2017. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

C.M. Bidwell & Associates held 561 shares of Otter Tail worth $49.2K as of Q1 2026.
C.M. Bidwell & Associates sold 179 Otter Tail shares in Q1 2026, an estimated $15.5K.
Otter Tail made up 0.02% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #227 holding.
C.M. Bidwell & Associates first reported a position in Otter Tail in Q2 2016 and has held it in 18 quarters since.
C.M. Bidwell & Associates's Otter Tail position peaked at $173K in Q2 2017.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.