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North Star Investment Management’s Otter Tail OTTR Stock Holding History

North Star Investment Management’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 		$1.25M Hold
14,236
– – 0.08% 234
2025
Q4 		$1.15M Sell
14,236
-451
-3% -$36.5K 0.07% 223
2025
Q3 		$1.2M Buy
14,687
+3
+0% +$243 0.08% 207
2025
Q2 		$1.13M Buy
14,684
+3
+0% +$234 0.08% 205
2025
Q1 		$1.18M Buy
14,681
+1,103
+8% +$87.3K 0.09% 203
2024
Q4 		$1M Buy
13,578
+3
+0% +$235 0.07% 228
2024
Q3 		$1.06M Sell
13,575
-298
-2% -$25.8K 0.07% 225
2024
Q2 		$1.22M Sell
13,873
-691
-5% -$60.5K 0.09% 203
2024
Q1 		$1.26M Buy
14,564
+2
+0% +$174 0.09% 205
2023
Q4 		$1.24M Sell
14,562
-103
-0.7% -$7.95K 0.1% 201
2023
Q3 		$1.11M Sell
14,665
-10,477
-42% -$860K 0.09% 212
2023
Q2 		$1.99M Sell
25,142
-19,061
-43% -$1.43M 0.16% 151
2023
Q1 		$3.19M Sell
44,203
-147
-0.3% -$9.77K 0.26% 101
2022
Q4 		$2.6M Buy
44,350
+138
+0.3% +$8.27K 0.23% 108
2022
Q3 		$2.72M Sell
44,212
-16,853
-28% -$1.22M 0.27% 96
2022
Q2 		$4.1M Buy
61,065
+212
+0.3% +$13.5K 0.37% 65
2022
Q1 		$3.8M Buy
60,853
+1,053
+2% +$66.1K 0.3% 85
2021
Q4 		$4.27M Buy
59,800
+63
+0.1% +$4.07K 0.3% 79
2021
Q3 		$3.34M Buy
59,737
+942
+2% +$49.9K 0.27% 89
2021
Q2 		$2.87M Buy
58,795
+1,847
+3% +$88.4K 0.23% 111
2021
Q1 		$2.63M Buy
56,948
+8,768
+18% +$375K 0.25% 112
2020
Q4 		$2.05M Buy
48,180
+27,650
+135% +$1.13M 0.21% 119
2020
Q3 		$743K Buy
20,530
+3,015
+17% +$116K 0.09% 200
2020
Q2 		$679K Buy
17,515
+14,585
+498% +$614K 0.09% 202
2020
Q1 		$130K Hold
2,930
– – 0.02% 375
2019
Q4 		$150K Hold
2,930
– – 0.02% 386
2019
Q3 		$157K Buy
+2,930
New +$153K 0.02% 376
2019
Q2 		– Sell
-2,930
Closed -$146K – 759
2019
Q1 		$146K Hold
2,930
– – 0.02% 391
2018
Q4 		$145K Hold
2,930
– – 0.02% 368
2018
Q3 		$140K Buy
2,930
+5
+0.2% +$242 0.02% 395
2018
Q2 		$139K Buy
2,925
+5
+0.2% +$225 0.02% 403
2018
Q1 		$127K Buy
2,920
+5
+0.2% +$209 0.02% 405
2017
Q4 		$130K Buy
2,915
+5
+0.2% +$229 0.02% 400
2017
Q3 		$126K Buy
2,910
+5
+0.2% +$207 0.02% 403
2017
Q2 		$115K Buy
2,905
+1,391
+92% +$54.7K 0.02% 410
2017
Q1 		$57K Buy
1,514
+6
+0.4% +$227 0.01% 501
2016
Q4 		$62K Buy
1,508
+855
+131% +$31.8K 0.01% 466
2016
Q3 		$23K Buy
653
+6
+0.9% +$207 ﹤0.01% 524
2016
Q2 		$22K Buy
647
+6
+0.9% +$180 ﹤0.01% 523
2016
Q1 		$19K Buy
641
+8
+1% +$220 ﹤0.01% 517
2015
Q4 		$17K Buy
+633
New +$17K ﹤0.01% 523
2014
Q3 		– Sell
-593
Closed -$18K – 661
2014
Q2 		$18K Buy
+593
New +$17.3K ﹤0.01% 509

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

North Star Investment Management's OTTR Position: Q1 2026 in Review

North Star Investment Management held its Otter Tail (OTTR) position steady in Q1 2026 at 14,236 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #234.

North Star Investment Management first reported a position in OTTR in Q2 2014 and has held it in 42 quarters since. The position peaked at $4.27M in Q4 2021. 345 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • North Star Investment Management held 14,236 shares of Otter Tail worth $1.25M as of Q1 2026.
  • North Star Investment Management left its Otter Tail share count unchanged in Q1 2026.
  • Otter Tail made up 0.08% of North Star Investment Management's portfolio in Q1 2026, its #234 holding.
  • North Star Investment Management first reported a position in Otter Tail in Q2 2014 and has held it in 42 quarters since.
  • North Star Investment Management's Otter Tail position peaked at $4.27M in Q4 2021.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.