NRD
OTTR icon

Nebula Research & Development’s Otter Tail OTTR Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-18,757
Closed -$1.45M – 619
2025
Q2 		$1.45M Sell
18,757
-7,326
-28% -$572K 0.12% 272
2025
Q1 		$2.1M Buy
26,083
+6,314
+32% +$500K 0.19% 154
2024
Q4 		$1.46M Buy
19,769
+1,661
+9% +$130K 0.17% 181
2024
Q3 		$1.42M Buy
+18,108
New +$1.57M 0.17% 182
2024
Q2 		– Sell
-13,175
Closed -$1.14M – 980
2024
Q1 		$1.14M Buy
+13,175
New +$1.15M 0.25% 114

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nebula Research & Development's OTTR Position: Q3 2025 in Review

Nebula Research & Development sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 18,757 shares — an estimated $1.45M sold.

Nebula Research & Development first reported a position in OTTR in Q1 2024 and held it in 5 quarters. The position peaked at $2.1M in Q1 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Nebula Research & Development reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 18,757 Otter Tail shares in Q3 2025, an estimated $1.45M.
  • Nebula Research & Development first reported a position in Otter Tail in Q1 2024 and held it in 5 quarters.
  • Nebula Research & Development's Otter Tail position peaked at $2.1M in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.