Guggenheim Capital’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $527K | Buy |
5,858
+59
| +1% | +$5.21K | ﹤0.01% | 1268 |
|
|
2026
Q1 | $509K | Buy |
5,799
+1,965
| +51% | +$170K | ﹤0.01% | 1201 |
|
|
2025
Q4 | $310K | Sell |
3,834
-884
| -19% | -$71.6K | ﹤0.01% | 1512 |
|
|
2025
Q3 | $387K | Buy |
4,718
+527
| +13% | +$42.7K | ﹤0.01% | 1292 |
|
|
2025
Q2 | $323K | Buy |
4,191
+1,263
| +43% | +$98.6K | ﹤0.01% | 1373 |
|
|
2025
Q1 | $235K | Sell |
2,928
-1,669
| -36% | -$132K | ﹤0.01% | 1490 |
|
|
2024
Q4 | $339K | Sell |
4,597
-6,378
| -58% | -$499K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $858K | Sell |
10,975
-2,496
| -19% | -$216K | 0.01% | 1168 |
|
|
2024
Q2 | $1.18M | Buy |
13,471
+10,015
| +290% | +$877K | 0.01% | 1034 |
|
|
2024
Q1 | $299K | Sell |
3,456
-4
| -0.1% | -$348 | ﹤0.01% | 1665 |
|
|
2023
Q4 | $294K | Buy |
+3,460
| New | +$267K | ﹤0.01% | 1671 |
|
|
2023
Q1 | – | Sell |
-9,259
| Closed | -$544K | – | 1989 |
|
|
2022
Q4 | $544K | Sell |
9,259
-57
| -0.6% | -$3.42K | ﹤0.01% | 1449 |
|
|
2022
Q3 | $573K | Sell |
9,316
-5,092
| -35% | -$367K | 0.01% | 1419 |
|
|
2022
Q2 | $967K | Sell |
14,408
-520
| -3% | -$33.1K | 0.01% | 1240 |
|
|
2022
Q1 | $933K | Buy |
14,928
+11,620
| +351% | +$729K | 0.01% | 1393 |
|
|
2021
Q4 | $237K | Buy |
+3,308
| New | +$214K | ﹤0.01% | 1974 |
|
|
2018
Q4 | – | Sell |
-7,431
| Closed | -$356K | – | 2314 |
|
|
2018
Q3 | $356K | Sell |
7,431
-6,556
| -47% | -$317K | ﹤0.01% | 2141 |
|
|
2018
Q2 | $665K | Sell |
13,987
-1,008
| -7% | -$45.4K | ﹤0.01% | 1791 |
|
|
2018
Q1 | $651K | Sell |
14,995
-7,743
| -34% | -$324K | ﹤0.01% | 2272 |
|
|
2017
Q4 | $1.01M | Sell |
22,738
-8,080
| -26% | -$370K | ﹤0.01% | 2069 |
|
|
2017
Q3 | $1.34M | Sell |
30,818
-1,896
| -6% | -$78.4K | ﹤0.01% | 1919 |
|
|
2017
Q2 | $1.3M | Sell |
32,714
-914
| -3% | -$35.9K | ﹤0.01% | 1916 |
|
|
2017
Q1 | $1.27M | Sell |
33,628
-1,963
| -6% | -$74.4K | ﹤0.01% | 1972 |
|
|
2016
Q4 | $1.45M | Buy |
35,591
+8,918
| +33% | +$332K | ﹤0.01% | 1910 |
|
|
2016
Q3 | $923K | Buy |
26,673
+10,165
| +62% | +$351K | ﹤0.01% | 2125 |
|
|
2016
Q2 | $553K | Buy |
16,508
+553
| +3% | +$16.6K | ﹤0.01% | 2337 |
|
|
2016
Q1 | $473K | Sell |
15,955
-8,474
| -35% | -$233K | ﹤0.01% | 2389 |
|
|
2015
Q4 | $651K | Sell |
24,429
-3,116
| -11% | -$83.6K | ﹤0.01% | 2314 |
|
|
2015
Q3 | $718K | Sell |
27,545
-2,805
| -9% | -$74.1K | ﹤0.01% | 2274 |
|
|
2015
Q2 | $808K | Buy |
30,350
+1,939
| +7% | +$55.7K | ﹤0.01% | 2338 |
|
|
2015
Q1 | $914K | Buy |
28,411
+13,967
| +97% | +$445K | ﹤0.01% | 2284 |
|
|
2014
Q4 | $448K | Buy |
+14,444
| New | +$427K | ﹤0.01% | 2563 |
|
Other funds holding OTTR
Guggenheim Capital's OTTR Position: Q2 2026 in Review
Guggenheim Capital increased its Otter Tail (OTTR) stake by 1% in Q2 2026, buying an estimated $5.21K and bringing the position to 5,858 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.
Guggenheim Capital first reported a position in OTTR in Q4 2014 and has held it in 32 quarters since. The position peaked at $1.45M in Q4 2016. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- Guggenheim Capital held 5,858 shares of Otter Tail worth $527K as of Q2 2026.
- Guggenheim Capital bought 59 Otter Tail shares in Q2 2026, an estimated $5.21K.
- Otter Tail made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1268 holding.
- Guggenheim Capital first reported a position in Otter Tail in Q4 2014 and has held it in 32 quarters since.
- Guggenheim Capital's Otter Tail position peaked at $1.45M in Q4 2016.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.