Plante Moran Financial Advisors’s Otter Tail OTTR Stock Holding History

Plante Moran Financial 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 Q2	$14.9K	Buy	165 +5	+3%	+$442	﹤0.01%	507
2026 Q1	$14.1K	Hold	160	–	–	﹤0.01%	486
2025 Q4	$13K	Hold	160	–	–	﹤0.01%	523
2025 Q3	$13.1K	Hold	160	–	–	﹤0.01%	522
2025 Q2	$12.4K	Hold	160	–	–	﹤0.01%	536
2025 Q1	$12.9K	Hold	160	–	–	﹤0.01%	532
2024 Q4	$11.8K	Hold	160	–	–	﹤0.01%	554
2024 Q3	$12.5K	Hold	160	–	–	﹤0.01%	583
2024 Q2	$14K	Hold	160	–	–	﹤0.01%	528
2024 Q1	$13.9K	Hold	160	–	–	﹤0.01%	560
2023 Q4	$13.6K	Hold	160	–	–	﹤0.01%	513
2023 Q3	$12.2K	Hold	160	–	–	﹤0.01%	508
2023 Q2	$12.7K	Hold	160	–	–	﹤0.01%	518
2023 Q1	$11.6K	Buy	160 +1	+0.6%	+$66	﹤0.01%	541
2022 Q4	$9.36K	Buy	159 +1	+0.6%	+$60	﹤0.01%	589
2022 Q3	$10K	Buy	158 +1	+0.6%	+$72	﹤0.01%	585
2022 Q2	$11K	Sell	157 -199	-56%	-$12.7K	﹤0.01%	590
2022 Q1	$22K	Buy	356 +1	+0.3%	+$63	﹤0.01%	481
2021 Q4	$25K	Buy	355 +200	+129%	+$12.9K	﹤0.01%	504
2021 Q3	$9K	Buy	155 +1	+0.6%	+$53	﹤0.01%	711
2021 Q2	$7K	Buy	154 +2	+1%	+$96	﹤0.01%	735
2021 Q1	$7K	Buy	+152	New	+$6.5K	﹤0.01%	715
2013 Q3	–	Sell	-400	Closed	-$11K	–	660
2013 Q2	$11K	Buy	+400	New	+$11.8K	0.01%	330

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Plante Moran Financial Advisors's OTTR Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Otter Tail (OTTR) stake by 3.1% in Q2 2026, buying an estimated $442 and bringing the position to 165 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Plante Moran Financial Advisors first reported a position in OTTR in Q2 2013 and has held it in 23 quarters since. The position peaked at $25K in Q4 2021. 174 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Plante Moran Financial Advisors held 165 shares of Otter Tail worth $14.9K as of Q2 2026.
Plante Moran Financial Advisors bought 5 Otter Tail shares in Q2 2026, an estimated $442.
Otter Tail made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #507 holding.
Plante Moran Financial Advisors first reported a position in Otter Tail in Q2 2013 and has held it in 23 quarters since.
Plante Moran Financial Advisors's Otter Tail position peaked at $25K in Q4 2021.
174 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.