Financial Engines Advisors’s Otter Tail OTTR Stock Holding History

Financial Engines 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	$2.83M	Sell	31,490 -434	-1%	-$38.3K	0.01%	205
2026 Q1	$2.8M	Buy	31,924 +1,334	+4%	+$115K	0.01%	188
2025 Q4	$2.47M	Buy	30,590 +600	+2%	+$48.6K	﹤0.01%	213
2025 Q3	$2.46M	Buy	29,990 +1,232	+4%	+$99.9K	﹤0.01%	208
2025 Q2	$2.22M	Buy	28,758 +5,877	+26%	+$459K	﹤0.01%	207
2025 Q1	$1.84M	Buy	22,881 +254	+1%	+$20.1K	﹤0.01%	196
2024 Q4	$1.67M	Sell	22,627 -575	-2%	-$45K	﹤0.01%	213
2024 Q3	$1.81M	Buy	23,202 +922	+4%	+$79.8K	﹤0.01%	185
2024 Q2	$1.95M	Buy	+22,280	New	+$1.95M	﹤0.01%	173

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 $3.38T AUM 44.17% 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

Financial Engines Advisors's OTTR Position: Q2 2026 in Review

Financial Engines Advisors reduced its Otter Tail (OTTR) stake by 1.4% in Q2 2026, selling an estimated $38.3K and leaving 31,490 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #205.

Financial Engines Advisors first reported a position in OTTR in Q2 2024 and has held it in 9 quarters since. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Financial Engines Advisors held 31,490 shares of Otter Tail worth $2.83M as of Q2 2026.
Financial Engines Advisors sold 434 Otter Tail shares in Q2 2026, an estimated $38.3K.
Otter Tail made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #205 holding.
Financial Engines Advisors first reported a position in Otter Tail in Q2 2024 and has held it in 9 quarters since.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.