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NBC Securities’s Otter Tail OTTR Stock Holding History

NBC Securities’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
Q1 		– Sell
-80
Closed -$6.46K – 2776
2025
Q4 		$6.46K Hold
80
– – ﹤0.01% 2139
2025
Q3 		$6.56K Sell
80
-2,250
-97% -$182K ﹤0.01% 2124
2025
Q2 		$179K Sell
2,330
-125
-5% -$9.76K 0.01% 871
2025
Q1 		$197K Buy
2,455
+2,453
+122,650% +$194K 0.02% 789
2024
Q4 		$181 Sell
2
-2,203
-100% -$173K 0.02% 784
2024
Q3 		$172K Hold
2,205
– – 0.01% 833
2024
Q2 		$193K Hold
2,205
– – 0.02% 762
2024
Q1 		$191K Sell
2,205
-500
-18% -$43.5K 0.02% 769
2023
Q4 		$229K Hold
2,705
– – 0.02% 678
2023
Q3 		$205K Buy
+2,705
New +$222K 0.02% 676

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NBC Securities's OTTR Position: Q1 2026 in Review

NBC Securities sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 80 shares — an estimated $6.46K sold.

NBC Securities first reported a position in OTTR in Q3 2023 and held it in 10 quarters. The position peaked at $229K in Q4 2023. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • NBC Securities reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • NBC Securities sold 80 Otter Tail shares in Q1 2026, an estimated $6.46K.
  • NBC Securities first reported a position in Otter Tail in Q3 2023 and held it in 10 quarters.
  • NBC Securities's Otter Tail position peaked at $229K in Q4 2023.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.