Eagle Global Advisors
OTTR icon

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
Q3 		$923K Hold
10,480
– – 0.03% 178
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Eagle Global Advisors's OTTR Position: Q3 2026 in Review

Eagle Global Advisors held its Otter Tail (OTTR) position steady in Q3 2026 at 10,480 shares worth $923K. The position accounts for 0.03% of the portfolio, ranked #178.

Eagle Global Advisors first reported a position in OTTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $943K in Q2 2026. 217 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Eagle Global Advisors held 10,480 shares of Otter Tail worth $923K as of Q3 2026.
  • Eagle Global Advisors left its Otter Tail share count unchanged in Q3 2026.
  • Otter Tail made up 0.03% of Eagle Global Advisors's portfolio in Q3 2026, its #178 holding.
  • Eagle Global Advisors first reported a position in Otter Tail in Q4 2025 and has held it in 4 quarters since.
  • Eagle Global Advisors's Otter Tail position peaked at $943K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Eagle Global Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.