NAAA
OTTR icon

New Age Alpha Advisors’s Otter Tail OTTR Stock Holding History

New Age Alpha Advisors’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 		$460K Sell
5,246
-76
-1% -$6.58K 0.02% 515
2025
Q4 		$430K Buy
5,322
+40
+0.8% +$3.24K 0.02% 502
2025
Q3 		$433K Sell
5,282
-147
-3% -$11.9K 0.02% 510
2025
Q2 		$419K Buy
5,429
+114
+2% +$8.9K 0.02% 498
2025
Q1 		$427K Buy
5,315
+4,046
+319% +$320K 0.02% 528
2024
Q4 		$93.7K Buy
+1,269
New +$99.4K ﹤0.01% 744

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

New Age Alpha Advisors's OTTR Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Otter Tail (OTTR) stake by 1.4% in Q1 2026, selling an estimated $6.58K and leaving 5,246 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #515.

New Age Alpha Advisors first reported a position in OTTR in Q4 2024 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • New Age Alpha Advisors held 5,246 shares of Otter Tail worth $460K as of Q1 2026.
  • New Age Alpha Advisors sold 76 Otter Tail shares in Q1 2026, an estimated $6.58K.
  • Otter Tail made up 0.02% of New Age Alpha Advisors's portfolio in Q1 2026, its #515 holding.
  • New Age Alpha Advisors first reported a position in Otter Tail in Q4 2024 and has held it in 6 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.