Principal Financial Group’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 | $21M | Buy |
233,558
+1,669
| +0.7% | +$147K | 0.01% | 951 |
|
|
2026
Q1 | $20.4M | Buy |
231,889
+32,266
| +16% | +$2.79M | 0.01% | 913 |
|
|
2025
Q4 | $16.1M | Sell |
199,623
-2,505
| -1% | -$203K | 0.01% | 1024 |
|
|
2025
Q3 | $16.6M | Sell |
202,128
-5,427
| -3% | -$440K | 0.01% | 974 |
|
|
2025
Q2 | $16M | Sell |
207,555
-24,006
| -10% | -$1.87M | 0.01% | 983 |
|
|
2025
Q1 | $18.6M | Buy |
231,561
+5,574
| +2% | +$441K | 0.01% | 881 |
|
|
2024
Q4 | $16.7M | Buy |
225,987
+9,088
| +4% | +$712K | 0.01% | 969 |
|
|
2024
Q3 | $17M | Sell |
216,899
-10,784
| -5% | -$933K | 0.01% | 942 |
|
|
2024
Q2 | $19.9M | Sell |
227,683
-7,419
| -3% | -$650K | 0.01% | 856 |
|
|
2024
Q1 | $20.3M | Buy |
235,102
+4,358
| +2% | +$379K | 0.01% | 909 |
|
|
2023
Q4 | $19.6M | Sell |
230,744
-3,382
| -1% | -$261K | 0.01% | 885 |
|
|
2023
Q3 | $17.8M | Sell |
234,126
-9,652
| -4% | -$792K | 0.01% | 876 |
|
|
2023
Q2 | $19.2M | Sell |
243,778
-13,253
| -5% | -$995K | 0.01% | 869 |
|
|
2023
Q1 | $18.6M | Buy |
257,031
+246,909
| +2,439% | +$16.4M | 0.01% | 893 |
|
|
2022
Q4 | $594K | Sell |
10,122
-1,685
| -14% | -$101K | ﹤0.01% | 1938 |
|
|
2022
Q3 | $726K | Sell |
11,807
-10,964
| -48% | -$791K | ﹤0.01% | 1888 |
|
|
2022
Q2 | $1.53M | Buy |
22,771
+1,420
| +7% | +$90.3K | ﹤0.01% | 1849 |
|
|
2022
Q1 | $1.33M | Sell |
21,351
-9,413
| -31% | -$590K | ﹤0.01% | 1923 |
|
|
2021
Q4 | $2.2M | Buy |
+30,764
| New | +$1.99M | ﹤0.01% | 1842 |
|
|
2021
Q3 | – | Sell |
-4,749
| Closed | -$232K | – | 2610 |
|
|
2021
Q2 | $232K | Sell |
4,749
-939
| -17% | -$44.9K | ﹤0.01% | 2434 |
|
|
2021
Q1 | $263K | Buy |
5,688
+563
| +11% | +$24.1K | ﹤0.01% | 2311 |
|
|
2020
Q4 | $218K | Buy |
+5,125
| New | +$209K | ﹤0.01% | 2300 |
|
|
2020
Q3 | – | Sell |
-5,257
| Closed | -$204K | – | 2341 |
|
|
2020
Q2 | $204K | Sell |
5,257
-721
| -12% | -$30.3K | ﹤0.01% | 2186 |
|
|
2020
Q1 | $266K | Buy |
+5,978
| New | +$298K | ﹤0.01% | 1991 |
|
|
2019
Q4 | – | Sell |
-6,578
| Closed | -$354K | – | 2263 |
|
|
2019
Q3 | $354K | Buy |
6,578
+1,550
| +31% | +$81.1K | ﹤0.01% | 2022 |
|
|
2019
Q2 | $266K | Buy |
5,028
+461
| +10% | +$23.5K | ﹤0.01% | 2090 |
|
|
2019
Q1 | $228K | Sell |
4,567
-1,486
| -25% | -$73K | ﹤0.01% | 2099 |
|
|
2018
Q4 | $300K | Sell |
6,053
-11
| -0.2% | -$525 | ﹤0.01% | 2028 |
|
|
2018
Q3 | $290K | Sell |
6,064
-706
| -10% | -$34.1K | ﹤0.01% | 2081 |
|
|
2018
Q2 | $322K | Sell |
6,770
-28
| -0.4% | -$1.26K | ﹤0.01% | 2064 |
|
|
2018
Q1 | $295K | Sell |
6,798
-725
| -10% | -$30.3K | ﹤0.01% | 2025 |
|
|
2017
Q4 | $334K | Buy |
+7,523
| New | +$345K | ﹤0.01% | 2033 |
|
|
2017
Q3 | – | Sell |
-8,477
| Closed | -$336K | – | 2235 |
|
|
2017
Q2 | $336K | Buy |
8,477
+260
| +3% | +$10.2K | ﹤0.01% | 2021 |
|
|
2017
Q1 | $311K | Sell |
8,217
-1,012
| -11% | -$38.3K | ﹤0.01% | 2000 |
|
|
2016
Q4 | $377K | Sell |
9,229
-250
| -3% | -$9.29K | ﹤0.01% | 1970 |
|
|
2016
Q3 | $328K | Buy |
9,479
+541
| +6% | +$18.7K | ﹤0.01% | 1935 |
|
|
2016
Q2 | $299K | Buy |
+8,938
| New | +$268K | ﹤0.01% | 1943 |
|
|
2016
Q1 | – | Sell |
-9,432
| Closed | -$251K | – | 2192 |
|
|
2015
Q4 | $251K | Buy |
9,432
+1,235
| +15% | +$33.1K | ﹤0.01% | 1994 |
|
|
2015
Q3 | $214K | Buy |
+8,197
| New | +$217K | ﹤0.01% | 2019 |
|
|
2014
Q3 | – | Sell |
-9,324
| Closed | -$282K | – | 2228 |
|
|
2014
Q2 | $282K | Buy |
9,324
+718
| +8% | +$20.9K | ﹤0.01% | 1983 |
|
|
2014
Q1 | $265K | Sell |
8,606
-176
| -2% | -$5.19K | ﹤0.01% | 2032 |
|
|
2013
Q4 | $257K | Sell |
8,782
-163
| -2% | -$4.75K | ﹤0.01% | 2060 |
|
|
2013
Q3 | $247K | Sell |
8,945
-2,578
| -22% | -$74.2K | ﹤0.01% | 2027 |
|
|
2013
Q2 | $327K | Buy |
+11,523
| New | +$340K | ﹤0.01% | 1915 |
|
Other funds holding OTTR
Principal Financial Group's OTTR Position: Q2 2026 in Review
Principal Financial Group increased its Otter Tail (OTTR) stake by 0.72% in Q2 2026, buying an estimated $147K and bringing the position to 233,558 shares worth $21M. The position accounts for 0.01% of the portfolio, ranked #951.
Principal Financial Group first reported a position in OTTR in Q2 2013 and has held it in 44 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- Principal Financial Group held 233,558 shares of Otter Tail worth $21M as of Q2 2026.
- Principal Financial Group bought 1,669 Otter Tail shares in Q2 2026, an estimated $147K.
- Otter Tail made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #951 holding.
- Principal Financial Group first reported a position in Otter Tail in Q2 2013 and has held it in 44 quarters since.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.