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Evergreen Capital Management’s Otter Tail OTTR Stock Holding History

Evergreen Capital 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
2025
Q2 		– Sell
-2,620
Closed -$211K – 1214
2025
Q1 		$211K Sell
2,620
-654
-20% -$51.8K 0.01% 968
2024
Q4 		$242K Buy
+3,274
New +$256K 0.01% 860
2024
Q3 		– Sell
-2,716
Closed -$238K – 1045
2024
Q2 		$238K Buy
+2,716
New +$238K 0.01% 764

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Evergreen Capital Management's OTTR Position: Q2 2025 in Review

Evergreen Capital Management sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 2,620 shares — an estimated $211K sold.

Evergreen Capital Management first reported a position in OTTR in Q2 2024 and held it in 3 quarters. The position peaked at $242K in Q4 2024. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Evergreen Capital Management reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 2,620 Otter Tail shares in Q2 2025, an estimated $211K.
  • Evergreen Capital Management first reported a position in Otter Tail in Q2 2024 and held it in 3 quarters.
  • Evergreen Capital Management's Otter Tail position peaked at $242K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.