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
2026
Q3 		$250K Buy
+2,839
New +$257K ﹤0.01% 1438
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% 1230
2024
Q3 		$1.61M Buy
20,604
+7,291
+55% +$631K ﹤0.01% 777
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 		$2.66M 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% 1231
2018
Q1 		– Sell
-9,223
Closed -$410K – 951
2017
Q4 		$410K Buy
+9,223
New +$423K ﹤0.01% 715

Other funds holding OTTR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Mackenzie Financial's OTTR Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Otter Tail (OTTR) in Q3 2026: 2,839 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in OTTR as recently as Q3 2025.

Mackenzie Financial first reported a position in OTTR in Q4 2017 and has held it in 17 quarters since. The position peaked at $3.6M in Q2 2023. 210 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Mackenzie Financial held 2,839 shares of Otter Tail worth $250K as of Q3 2026.
  • Otter Tail was a new Mackenzie Financial position in Q3 2026.
  • Otter Tail made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1438 holding.
  • Mackenzie Financial first reported a position in Otter Tail in Q4 2017 and has held it in 17 quarters since.
  • Mackenzie Financial's Otter Tail position peaked at $3.6M in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.