Shell Asset Management’s Otter Tail OTTR Stock Holding History

Shell Asset 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
2025 Q3	$55K	Sell	676 -1,061	-61%	-$86K	0.01%	837
2025 Q2	$134K	Sell	1,737 -426	-20%	-$33.3K	﹤0.01%	909
2025 Q1	$174K	Buy	2,163 +1,247	+136%	+$98.7K	0.01%	845
2024 Q4	$68K	Hold	916	–	–	﹤0.01%	1129
2024 Q3	$72K	Buy	+916	New	+$79.3K	﹤0.01%	1120
2024 Q1	$85K	Sell	972 -112	-10%	-$9.74K	﹤0.01%	1064
2023 Q4	$92K	Sell	1,084 -301	-22%	-$23.2K	﹤0.01%	1084
2023 Q3	$105K	Sell	1,385 -21	-1%	-$1.72K	﹤0.01%	1080
2023 Q2	$111K	Sell	1,406 -8	-0.6%	-$601	﹤0.01%	1100
2023 Q1	$102K	Sell	1,414 -5	-0.4%	-$332	﹤0.01%	1100
2022 Q4	$83K	Sell	1,419 -119	-8%	-$7.13K	﹤0.01%	1200
2022 Q3	$95K	Buy	+1,538	New	+$111K	﹤0.01%	1250

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's OTTR Position: Q3 2025 in Review

Shell Asset Management reduced its Otter Tail (OTTR) stake by 61% in Q3 2025, selling an estimated $86K and leaving 676 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #837.

Shell Asset Management first reported a position in OTTR in Q3 2022 and has held it in 12 quarters since. The position peaked at $174K in Q1 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

Shell Asset Management held 676 shares of Otter Tail worth $55K as of Q3 2025.
Shell Asset Management sold 1,061 Otter Tail shares in Q3 2025, an estimated $86K.
Otter Tail made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #837 holding.
Shell Asset Management first reported a position in Otter Tail in Q3 2022 and has held it in 12 quarters since.
Shell Asset Management's Otter Tail position peaked at $174K in Q1 2025.
343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.