Eagle Global Advisors’s Otter Tail OTTR Stock Holding History

Eagle Global Advisors’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	$943K	Hold	10,480	–	–	0.03%	175
2026 Q1	$920K	Hold	10,480	–	–	0.03%	169
2025 Q4	$847K	Buy	+10,480	New	+$849K	0.03%	180

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Eagle Global Advisors's OTTR Position: Q2 2026 in Review

Eagle Global Advisors held its Otter Tail (OTTR) position steady in Q2 2026 at 10,480 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #175.

Eagle Global Advisors first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Eagle Global Advisors held 10,480 shares of Otter Tail worth $943K as of Q2 2026.
Eagle Global Advisors left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.03% of Eagle Global Advisors's portfolio in Q2 2026, its #175 holding.
Eagle Global Advisors first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.