Simplex Trading
OTTR icon

Simplex Trading’s Otter Tail OTTR Stock Holding History

Simplex Trading’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 		$1.32K Sell
15
-384
-96% -$33.2K ﹤0.01% 8510
2025
Q4 		$32.2K Buy
399
+43
+12% +$3.48K ﹤0.01% 6048
2025
Q3 		$29K Buy
+356
New +$28.9K ﹤0.01% 7012
2025
Q1 		– Sell
-68
Closed -$5K – 9348
2024
Q4 		$5K Buy
+68
New +$5.33K ﹤0.01% 7642
2024
Q2 		– Sell
-623
Closed -$54.5K – 9545
2024
Q1 		$53K Buy
+623
New +$54.2K ﹤0.01% 6210
2022
Q4 		– Sell
-4
Closed -$240 – 10084
2022
Q3 		$0 Sell
4
-7,020
-100% -$506K ﹤0.01% 10624
2022
Q2 		$471K Buy
7,024
+6,543
+1,360% +$416K ﹤0.01% 3507
2022
Q1 		$30K Sell
481
-1,664
-78% -$104K ﹤0.01% 7772
2021
Q4 		$153K Buy
+2,145
New +$139K ﹤0.01% 5572
2018
Q3 		– Sell
-1
Closed -$48 – 7871
2018
Q2 		$0 Sell
1
-11
-92% -$496 ﹤0.01% 7747
2018
Q1 		$0 Sell
12
-90
-88% -$3.77K ﹤0.01% 6659
2017
Q4 		$4K Buy
+102
New +$4.67K ﹤0.01% 4723
2017
Q2 		– Sell
-17
Closed -$668 – 6595
2017
Q1 		$0 Sell
17
-375
-96% -$14.2K ﹤0.01% 6619
2016
Q4 		$15K Sell
392
-211
-35% -$7.84K ﹤0.01% 3317
2016
Q3 		$20K Buy
603
+570
+1,727% +$19.7K ﹤0.01% 2977
2016
Q2 		$1K Buy
+33
New +$991 ﹤0.01% 5385

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

Simplex Trading's OTTR Position: Q1 2026 in Review

Simplex Trading reduced its Otter Tail (OTTR) stake by 96% in Q1 2026, selling an estimated $33.2K and leaving 15 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #8510.

Simplex Trading first reported a position in OTTR in Q2 2016 and has held it in 16 quarters since. The position peaked at $471K in Q2 2022. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Simplex Trading held 15 shares of Otter Tail worth $1.32K as of Q1 2026.
  • Simplex Trading sold 384 Otter Tail shares in Q1 2026, an estimated $33.2K.
  • Otter Tail made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8510 holding.
  • Simplex Trading first reported a position in Otter Tail in Q2 2016 and has held it in 16 quarters since.
  • Simplex Trading's Otter Tail position peaked at $471K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.