NewEdge Advisors’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 | $1.54M | Buy |
17,147
+834
| +5% | +$73.7K | ﹤0.01% | 1365 |
|
|
2026
Q1 | $1.43M | Buy |
16,313
+82
| +0.5% | +$7.09K | 0.01% | 1285 |
|
|
2025
Q4 | $1.31M | Sell |
16,231
-739
| -4% | -$59.9K | ﹤0.01% | 1318 |
|
|
2025
Q3 | $1.39M | Sell |
16,970
-3,407
| -17% | -$276K | 0.01% | 1212 |
|
|
2025
Q2 | $1.57M | Sell |
20,377
-1,125
| -5% | -$87.8K | 0.01% | 1048 |
|
|
2025
Q1 | $1.73M | Buy |
21,502
+4,311
| +25% | +$341K | 0.01% | 917 |
|
|
2024
Q4 | $1.27M | Buy |
17,191
+6,649
| +63% | +$521K | 0.01% | 1047 |
|
|
2024
Q3 | $824K | Sell |
10,542
-195
| -2% | -$16.9K | 0.01% | 1190 |
|
|
2024
Q2 | $940K | Sell |
10,737
-937
| -8% | -$82K | 0.01% | 1100 |
|
|
2024
Q1 | $1.01M | Sell |
11,674
-2,983
| -20% | -$259K | 0.01% | 999 |
|
|
2023
Q4 | $1.25M | Buy |
14,657
+457
| +3% | +$35.3K | 0.01% | 841 |
|
|
2023
Q3 | $1.08M | Sell |
14,200
-439
| -3% | -$36K | 0.01% | 835 |
|
|
2023
Q2 | $1.16M | Buy |
14,639
+3,147
| +27% | +$236K | 0.01% | 799 |
|
|
2023
Q1 | $831K | Sell |
11,492
-231
| -2% | -$15.3K | 0.01% | 868 |
|
|
2022
Q4 | $688 | Buy |
11,723
+51
| +0.4% | +$3.06K | ﹤0.01% | 3122 |
|
|
2022
Q3 | $718K | Sell |
11,672
-98
| -0.8% | -$7.07K | 0.01% | 790 |
|
|
2022
Q2 | $790K | Sell |
11,770
-78
| -0.7% | -$4.96K | 0.01% | 785 |
|
|
2022
Q1 | $741K | Sell |
11,848
-159
| -1% | -$9.97K | 0.01% | 736 |
|
|
2021
Q4 | $858K | Buy |
12,007
+131
| +1% | +$8.46K | 0.01% | 810 |
|
|
2021
Q3 | $665K | Sell |
11,876
-3,379
| -22% | -$179K | 0.02% | 675 |
|
|
2021
Q2 | $745K | Buy |
15,255
+3,730
| +32% | +$178K | 0.02% | 611 |
|
|
2021
Q1 | $532K | Buy |
11,525
+326
| +3% | +$13.9K | 0.02% | 648 |
|
|
2020
Q4 | $477K | Buy |
11,199
+141
| +1% | +$5.75K | 0.02% | 637 |
|
|
2020
Q3 | $400K | Buy |
11,058
+18
| +0.2% | +$693 | 0.01% | 640 |
|
|
2020
Q2 | $428K | Buy |
11,040
+991
| +10% | +$41.7K | 0.02% | 583 |
|
|
2020
Q1 | $447K | Buy |
10,049
+910
| +10% | +$45.3K | 0.02% | 486 |
|
|
2019
Q4 | $468K | Buy |
9,139
+307
| +3% | +$15.9K | 0.02% | 549 |
|
|
2019
Q3 | $475K | Sell |
8,832
-1,171
| -12% | -$61.3K | 0.02% | 505 |
|
|
2019
Q2 | $528K | Hold |
10,003
| – | – | 0.03% | 387 |
|
|
2019
Q1 | $498K | Buy |
10,003
+64
| +0.6% | +$3.14K | 0.03% | 397 |
|
|
2018
Q4 | $493K | Buy |
9,939
+25
| +0.3% | +$1.19K | 0.03% | 373 |
|
|
2018
Q3 | $475K | Buy |
9,914
+2,933
| +42% | +$142K | 0.04% | 369 |
|
|
2018
Q2 | $336K | Buy |
+6,981
| New | +$314K | 0.03% | 385 |
|
Other funds holding OTTR
NewEdge Advisors's OTTR Position: Q2 2026 in Review
NewEdge Advisors increased its Otter Tail (OTTR) stake by 5.1% in Q2 2026, buying an estimated $73.7K and bringing the position to 17,147 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.
NewEdge Advisors first reported a position in OTTR in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.73M in Q1 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- NewEdge Advisors held 17,147 shares of Otter Tail worth $1.54M as of Q2 2026.
- NewEdge Advisors bought 834 Otter Tail shares in Q2 2026, an estimated $73.7K.
- Otter Tail made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1365 holding.
- NewEdge Advisors first reported a position in Otter Tail in Q2 2018 and has held it in 33 quarters since.
- NewEdge Advisors's Otter Tail position peaked at $1.73M in Q1 2025.
- 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.