Chesley Taft & Associates’s Otter Tail OTTR Stock Holding History

Chesley Taft & 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 Q2	$331K	Hold	3,680	–	–	0.01%	319
2026 Q1	$323K	Hold	3,680	–	–	0.01%	315
2025 Q4	$297K	Hold	3,680	–	–	0.01%	327
2025 Q3	$302K	Hold	3,680	–	–	0.01%	308
2025 Q2	$284K	Hold	3,680	–	–	0.01%	303
2025 Q1	$296K	Hold	3,680	–	–	0.01%	294
2024 Q4	$272K	Hold	3,680	–	–	0.01%	297
2024 Q3	$288K	Hold	3,680	–	–	0.01%	290
2024 Q2	$322K	Hold	3,680	–	–	0.02%	278
2024 Q1	$318K	Hold	3,680	–	–	0.02%	280
2023 Q4	$313K	Hold	3,680	–	–	0.02%	276
2023 Q3	$279K	Hold	3,680	–	–	0.02%	268
2023 Q2	$291K	Hold	3,680	–	–	0.02%	269
2023 Q1	$266K	Hold	3,680	–	–	0.02%	269
2022 Q4	$216K	Hold	3,680	–	–	0.01%	279
2022 Q3	$226K	Hold	3,680	–	–	0.02%	272
2022 Q2	$247K	Hold	3,680	–	–	0.02%	272
2022 Q1	$232K	Hold	3,680	–	–	0.01%	283
2021 Q4	$263K	Hold	3,680	–	–	0.01%	280
2021 Q3	$206K	Buy	+3,680	New	+$195K	0.01%	293

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Chesley Taft & Associates's OTTR Position: Q2 2026 in Review

Chesley Taft & Associates held its Otter Tail (OTTR) position steady in Q2 2026 at 3,680 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #319.

Chesley Taft & Associates first reported a position in OTTR in Q3 2021 and has held it in 20 quarters since. 48 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Chesley Taft & Associates held 3,680 shares of Otter Tail worth $331K as of Q2 2026.
Chesley Taft & Associates left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #319 holding.
Chesley Taft & Associates first reported a position in Otter Tail in Q3 2021 and has held it in 20 quarters since.
48 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.