EP
OTTR icon

Edgestream Partners’s Otter Tail OTTR Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-28,867
Closed -$2.37M – 1092
2025
Q3 		$2.37M Sell
28,867
-1,555
-5% -$126K 0.07% 482
2025
Q2 		$2.35M Buy
30,422
+3,817
+14% +$298K 0.07% 496
2025
Q1 		$2.14M Sell
26,605
-56,765
-68% -$4.49M 0.07% 471
2024
Q4 		$6.16M Buy
83,370
+5,926
+8% +$464K 0.26% 96
2024
Q3 		$6.05M Buy
77,444
+9,749
+14% +$844K 0.27% 94
2024
Q2 		$5.93M Buy
67,695
+64,554
+2,055% +$5.65M 0.29% 83
2024
Q1 		$271K Buy
+3,141
New +$273K 0.01% 738

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edgestream Partners's OTTR Position: Q4 2025 in Review

Edgestream Partners sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 28,867 shares — an estimated $2.37M sold.

Edgestream Partners first reported a position in OTTR in Q1 2024 and held it in 7 quarters. The position peaked at $6.16M in Q4 2024. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Edgestream Partners reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 28,867 Otter Tail shares in Q4 2025, an estimated $2.37M.
  • Edgestream Partners first reported a position in Otter Tail in Q1 2024 and held it in 7 quarters.
  • Edgestream Partners's Otter Tail position peaked at $6.16M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.