Financial Engines Advisors
OTTR icon

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
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

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Geode Capital Management
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Two Sigma Investments
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Morgan Stanley
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First Trust Advisors
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