Holocene Advisors’s Otter Tail OTTR Stock Holding History

Holocene 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	$1.41M	Buy	15,635 +10,654	+214%	+$941K	﹤0.01%	637
2026 Q1	$437K	Buy	+4,981	New	+$431K	﹤0.01%	740
2025 Q3	–	Sell	-6,597	Closed	-$509K	–	875
2025 Q2	$509K	Sell	6,597 -14,014	-68%	-$1.09M	﹤0.01%	696
2025 Q1	$1.66M	Sell	20,611 -9,265	-31%	-$734K	﹤0.01%	575
2024 Q4	$2.21M	Buy	29,876 +15,921	+114%	+$1.25M	0.01%	546
2024 Q3	$1.09M	Buy	+13,955	New	+$1.21M	﹤0.01%	612
2019 Q1	–	Sell	-8,300	Closed	-$412K	–	759
2018 Q4	$412K	Buy	+8,300	New	+$396K	0.01%	474

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 $3.37T AUM 44.26% 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

Holocene Advisors's OTTR Position: Q2 2026 in Review

Holocene Advisors increased its Otter Tail (OTTR) stake by 214% in Q2 2026, buying an estimated $941K and bringing the position to 15,635 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Holocene Advisors first reported a position in OTTR in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.21M in Q4 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Holocene Advisors held 15,635 shares of Otter Tail worth $1.41M as of Q2 2026.
Holocene Advisors bought 10,654 Otter Tail shares in Q2 2026, an estimated $941K.
Otter Tail made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #637 holding.
Holocene Advisors first reported a position in Otter Tail in Q4 2018 and has held it in 7 quarters since.
Holocene Advisors's Otter Tail position peaked at $2.21M in Q4 2024.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

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