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Principal Securities’s Otter Tail OTTR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-94
Closed -$7.73K – 2844
2025
Q3 		$7.73K Hold
94
– – ﹤0.01% 2816
2025
Q2 		$7.24K Sell
94
-63
-40% -$4.92K ﹤0.01% 2754
2025
Q1 		$11.6K Hold
157
– – ﹤0.01% 2458
2024
Q4 		$11.6K Hold
157
– – ﹤0.01% 2454
2024
Q3 		$12.2K Buy
157
+1
+0.6% +$87 ﹤0.01% 2343
2024
Q2 		$13.7K Buy
156
+89
+133% +$7.79K ﹤0.01% 2255
2024
Q1 		$5.77K Buy
67
+1
+2% +$87 ﹤0.01% 2553
2023
Q4 		$5.65K Buy
+66
New +$5.1K ﹤0.01% 2484

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Securities's OTTR Position: Q4 2025 in Review

Principal Securities sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 94 shares — an estimated $7.73K sold.

Principal Securities first reported a position in OTTR in Q4 2023 and held it in 8 quarters. The position peaked at $13.7K in Q2 2024. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Principal Securities reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 94 Otter Tail shares in Q4 2025, an estimated $7.73K.
  • Principal Securities first reported a position in Otter Tail in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Otter Tail position peaked at $13.7K in Q2 2024.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.