Cetera Investment Advisers
OTTR icon

Cetera Investment Advisers’s Otter Tail OTTR Stock Holding History

Cetera Investment Advisers’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 		$1.57M Buy
17,884
+1,301
+8% +$113K ﹤0.01% 2498
2025
Q4 		$1.34M Buy
16,583
+192
+1% +$15.6K ﹤0.01% 2580
2025
Q3 		$1.34M Buy
16,391
+4,762
+41% +$386K ﹤0.01% 2522
2025
Q2 		$896K Buy
11,629
+773
+7% +$60.3K ﹤0.01% 2471
2025
Q1 		$873K Buy
10,856
+6,032
+125% +$478K ﹤0.01% 2370
2024
Q4 		$356K Sell
4,824
-1,191
-20% -$93.3K ﹤0.01% 2972
2024
Q3 		$470K Buy
6,015
+224
+4% +$19.4K ﹤0.01% 2694
2024
Q2 		$507K Sell
5,791
-1,517
-21% -$133K ﹤0.01% 2581
2024
Q1 		$631K Buy
+7,308
New +$635K ﹤0.01% 2429

Other funds holding OTTR

BlackRock
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers's OTTR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Otter Tail (OTTR) stake by 7.8% in Q1 2026, buying an estimated $113K and bringing the position to 17,884 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Cetera Investment Advisers first reported a position in OTTR in Q1 2024 and has held it in 9 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Cetera Investment Advisers held 17,884 shares of Otter Tail worth $1.57M as of Q1 2026.
  • Cetera Investment Advisers bought 1,301 Otter Tail shares in Q1 2026, an estimated $113K.
  • Otter Tail made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2498 holding.
  • Cetera Investment Advisers first reported a position in Otter Tail in Q1 2024 and has held it in 9 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.