Envestnet Asset Management
OTTR icon

Envestnet Asset Management’s Otter Tail OTTR Stock Holding History

Envestnet Asset Management’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 		$675K Buy
7,505
+2,279
+44% +$201K ﹤0.01% 3879
2026
Q1 		$459K Buy
5,226
+1,904
+57% +$165K ﹤0.01% 3994
2025
Q4 		$268K Sell
3,322
-2,080
-39% -$169K ﹤0.01% 4113
2025
Q3 		$443K Sell
5,402
-1,285
-19% -$104K ﹤0.01% 3846
2025
Q2 		$516K Buy
6,687
+26
+0.4% +$2.03K ﹤0.01% 3664
2025
Q1 		$535K Buy
6,661
+1,465
+28% +$116K ﹤0.01% 3582
2024
Q4 		$384K Sell
5,196
-80
-2% -$6.26K ﹤0.01% 3748
2024
Q3 		$412K Buy
5,276
+1,078
+26% +$93.3K ﹤0.01% 3636
2024
Q2 		$368K Sell
4,198
-4,566
-52% -$400K ﹤0.01% 3617
2024
Q1 		$757K Sell
8,764
-1,361
-13% -$118K ﹤0.01% 3203
2023
Q4 		$860K Sell
10,125
-99
-1% -$7.64K ﹤0.01% 3032
2023
Q3 		$776K Sell
10,224
-4,281
-30% -$351K ﹤0.01% 2993
2023
Q2 		$1.15M Sell
14,505
-252,272
-95% -$18.9M ﹤0.01% 2646
2023
Q1 		$617K Buy
266,777
+251,703
+1,670% +$16.7M ﹤0.01% 3011
2022
Q4 		$885K Sell
15,074
-3,850
-20% -$231K ﹤0.01% 2741
2022
Q3 		$1.16M Buy
18,924
+1,794
+10% +$129K ﹤0.01% 2451
2022
Q2 		$1.15M Buy
17,130
+4,925
+40% +$313K ﹤0.01% 2484
2022
Q1 		$763K Buy
12,205
+5,773
+90% +$362K ﹤0.01% 2859
2021
Q4 		$459K Buy
6,432
+2,767
+75% +$179K ﹤0.01% 3124
2021
Q3 		$205K Buy
+3,665
New +$194K ﹤0.01% 3495
2020
Q1 		– Sell
-4,488
Closed -$230K – 3091
2019
Q4 		$230K Buy
4,488
+540
+14% +$28K ﹤0.01% 2858
2019
Q3 		$212K Buy
+3,948
New +$207K ﹤0.01% 2846

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Envestnet Asset Management's OTTR Position: Q2 2026 in Review

Envestnet Asset Management increased its Otter Tail (OTTR) stake by 44% in Q2 2026, buying an estimated $201K and bringing the position to 7,505 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

Envestnet Asset Management first reported a position in OTTR in Q3 2019 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2022. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Envestnet Asset Management held 7,505 shares of Otter Tail worth $675K as of Q2 2026.
  • Envestnet Asset Management bought 2,279 Otter Tail shares in Q2 2026, an estimated $201K.
  • Otter Tail made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3879 holding.
  • Envestnet Asset Management first reported a position in Otter Tail in Q3 2019 and has held it in 22 quarters since.
  • Envestnet Asset Management's Otter Tail position peaked at $1.16M in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.