Creative Planning’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $616K | Buy |
7,021
+973
| +16% | +$84.2K | ﹤0.01% | 2865 |
|
|
2025
Q4 | $489K | Buy |
6,048
+36
| +0.6% | +$2.92K | ﹤0.01% | 2867 |
|
|
2025
Q3 | $493K | Sell |
6,012
-981
| -14% | -$79.6K | ﹤0.01% | 2737 |
|
|
2025
Q2 | $539K | Sell |
6,993
-1,828
| -21% | -$143K | ﹤0.01% | 2410 |
|
|
2025
Q1 | $709K | Buy |
8,821
+904
| +11% | +$71.6K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $585K | Buy |
7,917
+699
| +10% | +$54.7K | ﹤0.01% | 2084 |
|
|
2024
Q3 | $564K | Buy |
7,218
+937
| +15% | +$81.1K | ﹤0.01% | 1989 |
|
|
2024
Q2 | $550K | Buy |
6,281
+137
| +2% | +$12K | ﹤0.01% | 1865 |
|
|
2024
Q1 | $531K | Buy |
6,144
+1,942
| +46% | +$169K | ﹤0.01% | 1810 |
|
|
2023
Q4 | $357K | Sell |
4,202
-101
| -2% | -$7.8K | ﹤0.01% | 1963 |
|
|
2023
Q3 | $327K | Buy |
4,303
+1,188
| +38% | +$97.5K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $246K | Buy |
+3,115
| New | +$234K | ﹤0.01% | 2060 |
|
|
2022
Q4 | – | Sell |
-4,710
| Closed | -$290K | – | 2574 |
|
|
2022
Q3 | $290K | Buy |
4,710
+349
| +8% | +$25.2K | ﹤0.01% | 1667 |
|
|
2022
Q2 | $293K | Buy |
4,361
+951
| +28% | +$60.5K | ﹤0.01% | 1623 |
|
|
2022
Q1 | $213K | Buy |
+3,410
| New | +$214K | ﹤0.01% | 1860 |
|
|
2017
Q3 | – | Sell |
-205
| Closed | -$8K | – | 3147 |
|
|
2017
Q2 | $8K | Hold |
205
| – | – | ﹤0.01% | 3763 |
|
|
2017
Q1 | $8K | Hold |
205
| – | – | ﹤0.01% | 3731 |
|
|
2016
Q4 | $8K | Buy |
205
+5
| +3% | +$186 | ﹤0.01% | 3700 |
|
|
2016
Q3 | $7K | Sell |
200
-50
| -20% | -$1.73K | ﹤0.01% | 3733 |
|
|
2016
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 3393 |
|
|
2016
Q1 | $7K | Sell |
250
-450
| -64% | -$12.4K | ﹤0.01% | 3417 |
|
|
2015
Q4 | $19K | Sell |
700
-300
| -30% | -$8.05K | ﹤0.01% | 2887 |
|
|
2015
Q3 | $26K | Buy |
+1,000
| New | +$26.4K | ﹤0.01% | 2525 |
|
|
2015
Q2 | – | Sell |
-3,719
| Closed | -$120K | – | 2414 |
|
|
2015
Q1 | $120K | Hold |
3,719
| – | – | ﹤0.01% | 1480 |
|
|
2014
Q4 | $115K | Buy |
3,719
+500
| +16% | +$14.8K | ﹤0.01% | 1475 |
|
|
2014
Q3 | $86K | Buy |
3,219
+200
| +7% | +$5.66K | ﹤0.01% | 1581 |
|
|
2014
Q2 | $91K | Sell |
3,019
-442
| -13% | -$12.9K | ﹤0.01% | 1496 |
|
|
2014
Q1 | $107K | Buy |
3,461
+400
| +13% | +$11.8K | ﹤0.01% | 1368 |
|
|
2013
Q4 | $90K | Buy |
3,061
+2,619
| +593% | +$76.3K | ﹤0.01% | 1254 |
|
|
2013
Q3 | $12K | Sell |
442
-1,200
| -73% | -$34.5K | ﹤0.01% | 2358 |
|
|
2013
Q2 | $47K | Buy |
+1,642
| New | +$48.4K | ﹤0.01% | 1418 |
|
Other funds holding OTTR
VPM
VCM
Creative Planning's OTTR Position: Q1 2026 in Review
Creative Planning increased its Otter Tail (OTTR) stake by 16% in Q1 2026, buying an estimated $84.2K and bringing the position to 7,021 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.
Creative Planning first reported a position in OTTR in Q2 2013 and has held it in 31 quarters since. The position peaked at $709K in Q1 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.
- Creative Planning held 7,021 shares of Otter Tail worth $616K as of Q1 2026.
- Creative Planning bought 973 Otter Tail shares in Q1 2026, an estimated $84.2K.
- Otter Tail made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2865 holding.
- Creative Planning first reported a position in Otter Tail in Q2 2013 and has held it in 31 quarters since.
- Creative Planning's Otter Tail position peaked at $709K in Q1 2025.
- 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.