Kestra Private Wealth Services’s Otter Tail OTTR Stock Holding History

Kestra Private Wealth Services’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	-2,545	Closed	-$205K	–	1658
2025 Q1	$205K	Buy	+2,545	New	+$201K	﹤0.01%	1382
2023 Q3	–	Sell	-6,544	Closed	-$517K	–	1200
2023 Q2	$517K	Buy	6,544 +5	+0.1%	+$375	0.02%	624
2023 Q1	$473K	Buy	+6,539	New	+$434K	0.02%	619
2022 Q1	–	Sell	-3,094	Closed	-$221K	–	1043
2021 Q4	$221K	Buy	+3,094	New	+$200K	0.01%	873

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Kestra Private Wealth Services's OTTR Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 2,545 shares — an estimated $205K sold.

Kestra Private Wealth Services first reported a position in OTTR in Q4 2021 and held it in 4 quarters. The position peaked at $517K in Q2 2023. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

Kestra Private Wealth Services reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 2,545 Otter Tail shares in Q2 2025, an estimated $205K.
Kestra Private Wealth Services first reported a position in Otter Tail in Q4 2021 and held it in 4 quarters.
Kestra Private Wealth Services's Otter Tail position peaked at $517K in Q2 2023.
345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.