N.E.W. Advisory Services’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
$18K Hold
200
﹤0.01% 555
2026
Q1
$17.6K Hold
200
﹤0.01% 529
2025
Q4
$16.2K Hold
200
﹤0.01% 536
2025
Q3
$16.4K Hold
200
﹤0.01% 499
2025
Q2
$15.4K Hold
200
﹤0.01% 496
2025
Q1
$16.1K Buy
+200
New +$15.8K ﹤0.01% 528

Other funds holding OTTR

N.E.W. Advisory Services's OTTR Position: Q2 2026 in Review

N.E.W. Advisory Services held its Otter Tail (OTTR) position steady in Q2 2026 at 200 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

N.E.W. Advisory Services first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • N.E.W. Advisory Services held 200 shares of Otter Tail worth $18K as of Q2 2026.
  • N.E.W. Advisory Services left its Otter Tail share count unchanged in Q2 2026.
  • Otter Tail made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #555 holding.
  • N.E.W. Advisory Services first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.