D.A. Davidson & Co’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 | $594K | Buy |
6,767
+898
| +15% | +$77.7K | ﹤0.01% | 1104 |
|
|
2025
Q4 | $474K | Hold |
5,869
| – | – | ﹤0.01% | 1163 |
|
|
2025
Q3 | $481K | Sell |
5,869
-515
| -8% | -$41.8K | ﹤0.01% | 1141 |
|
|
2025
Q2 | $492K | Buy |
6,384
+223
| +4% | +$17.4K | ﹤0.01% | 1061 |
|
|
2025
Q1 | $495K | Sell |
6,161
-797
| -11% | -$63.1K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $514K | Buy |
6,958
+253
| +4% | +$19.8K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $524K | Buy |
6,705
+3
| +0% | +$260 | ﹤0.01% | 996 |
|
|
2024
Q2 | $587K | Buy |
6,702
+2
| +0% | +$175 | 0.01% | 914 |
|
|
2024
Q1 | $579K | Buy |
6,700
+500
| +8% | +$43.5K | 0.01% | 936 |
|
|
2023
Q4 | $527K | Hold |
6,200
| – | – | 0.01% | 931 |
|
|
2023
Q3 | $471K | Hold |
6,200
| – | – | 0.01% | 928 |
|
|
2023
Q2 | $490K | Hold |
6,200
| – | – | 0.01% | 933 |
|
|
2023
Q1 | $448K | Sell |
6,200
-1,050
| -14% | -$69.7K | 0.01% | 921 |
|
|
2022
Q4 | $426K | Buy |
7,250
+1,050
| +17% | +$62.9K | 0.01% | 906 |
|
|
2022
Q3 | $382K | Hold |
6,200
| – | – | 0.01% | 910 |
|
|
2022
Q2 | $416K | Hold |
6,200
| – | – | 0.01% | 886 |
|
|
2022
Q1 | $388K | Hold |
6,200
| – | – | ﹤0.01% | 972 |
|
|
2021
Q4 | $442K | Hold |
6,200
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $347K | Hold |
6,200
| – | – | ﹤0.01% | 953 |
|
|
2021
Q2 | $303K | Buy |
6,200
+500
| +9% | +$23.9K | ﹤0.01% | 991 |
|
|
2021
Q1 | $263K | Hold |
5,700
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q4 | $243K | Hold |
5,700
| – | – | ﹤0.01% | 917 |
|
|
2020
Q3 | $206K | Hold |
5,700
| – | – | ﹤0.01% | 876 |
|
|
2020
Q2 | $221K | Hold |
5,700
| – | – | ﹤0.01% | 834 |
|
|
2020
Q1 | $255K | Sell |
5,700
-1,000
| -15% | -$49.8K | 0.01% | 797 |
|
|
2019
Q4 | $343K | Buy |
6,700
+2,200
| +49% | +$114K | 0.01% | 777 |
|
|
2019
Q3 | $242K | Buy |
4,500
+500
| +13% | +$26.2K | ﹤0.01% | 857 |
|
|
2019
Q2 | $211K | Buy |
+4,000
| New | +$204K | ﹤0.01% | 893 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$158K | – | 1718 |
|
|
2017
Q2 | $158K | Hold |
4,000
| – | – | ﹤0.01% | 1058 |
|
|
2017
Q1 | $151K | Hold |
4,000
| – | – | ﹤0.01% | 1059 |
|
|
2016
Q4 | $163K | Hold |
4,000
| – | – | ﹤0.01% | 1084 |
|
|
2016
Q3 | $138K | Buy |
4,000
+3,850
| +2,567% | +$133K | ﹤0.01% | 1104 |
|
|
2016
Q2 | $5K | Sell |
150
-75
| -33% | -$2.25K | ﹤0.01% | 2124 |
|
|
2016
Q1 | $6K | Buy |
+225
| New | +$6.17K | ﹤0.01% | 2011 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$6K | – | 2132 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 1904 |
|
|
2014
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1933 |
|
|
2014
Q2 | $6K | Sell |
200
-100
| -33% | -$2.91K | ﹤0.01% | 1892 |
|
|
2014
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 1825 |
|
|
2013
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 1782 |
|
|
2013
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 1507 |
|
|
2013
Q2 | $8K | Buy |
+300
| New | +$8.84K | ﹤0.01% | 1460 |
|
Other funds holding OTTR
VPM
VCM
D.A. Davidson & Co's OTTR Position: Q1 2026 in Review
D.A. Davidson & Co increased its Otter Tail (OTTR) stake by 15% in Q1 2026, buying an estimated $77.7K and bringing the position to 6,767 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.
D.A. Davidson & Co first reported a position in OTTR in Q2 2013 and has held it in 41 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.
- D.A. Davidson & Co held 6,767 shares of Otter Tail worth $594K as of Q1 2026.
- D.A. Davidson & Co bought 898 Otter Tail shares in Q1 2026, an estimated $77.7K.
- Otter Tail made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1104 holding.
- D.A. Davidson & Co first reported a position in Otter Tail in Q2 2013 and has held it in 41 quarters since.
- 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.