Mackenzie Financial
OTTR icon

Mackenzie Financial’s Otter Tail OTTR Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-8,531
Closed -$699K – 1779
2025
Q3 		$699K Sell
8,531
-5,695
-40% -$462K ﹤0.01% 1164
2025
Q2 		$1.1M Buy
14,226
+9,583
+206% +$748K ﹤0.01% 986
2025
Q1 		$373K Sell
4,643
-1,315
-22% -$104K ﹤0.01% 1302
2024
Q4 		$440K Sell
5,958
-14,646
-71% -$1.15M ﹤0.01% 1229
2024
Q3 		$1.61M Buy
20,604
+7,291
+55% +$631K ﹤0.01% 776
2024
Q2 		$1.17M Buy
13,313
+3,872
+41% +$339K ﹤0.01% 825
2024
Q1 		$816K Sell
9,441
-21,860
-70% -$1.9M ﹤0.01% 922
2023
Q4 		$2.66M Sell
31,301
-795
-2% -$61.4K ﹤0.01% 671
2023
Q3 		$2.39M Sell
32,096
-13,592
-30% -$1.12M ﹤0.01% 678
2023
Q2 		$3.6M Sell
45,688
-628
-1% -$47.2K 0.01% 621
2023
Q1 		$3.35M Buy
46,316
+1,452
+3% +$96.5K 0.01% 629
2022
Q4 		$2.63M Buy
44,864
+1,709
+4% +$102K ﹤0.01% 612
2022
Q3 		$2.65M Buy
43,155
+39,065
+955% +$2.82M ﹤0.01% 632
2022
Q2 		$275K Buy
4,090
+443
+12% +$28.2K ﹤0.01% 1129
2022
Q1 		$228K Buy
+3,647
New +$229K ﹤0.01% 1233
2018
Q1 		– Sell
-9,223
Closed -$410K – 951
2017
Q4 		$410K Buy
+9,223
New +$423K ﹤0.01% 715

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mackenzie Financial's OTTR Position: Q4 2025 in Review

Mackenzie Financial sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 8,531 shares — an estimated $699K sold.

Mackenzie Financial first reported a position in OTTR in Q4 2017 and held it in 16 quarters. The position peaked at $3.6M in Q2 2023. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Mackenzie Financial reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 8,531 Otter Tail shares in Q4 2025, an estimated $699K.
  • Mackenzie Financial first reported a position in Otter Tail in Q4 2017 and held it in 16 quarters.
  • Mackenzie Financial's Otter Tail position peaked at $3.6M in Q2 2023.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.