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 		$35.1K Buy
400
+300
+300% +$26K ﹤0.01% 6229
2025
Q4 		$8.08K Buy
+100
New +$8.1K ﹤0.01% 7128
2025
Q1 		– Sell
-100
Closed -$7K – 9347
2024
Q4 		$7K Sell
100
-400
-80% -$31.3K ﹤0.01% 7441
2024
Q3 		$39K Buy
500
+100
+25% +$8.65K ﹤0.01% 6112
2024
Q2 		$35K Hold
400
– – ﹤0.01% 6416
2024
Q1 		$34K Sell
400
-9,100
-96% -$791K ﹤0.01% 6649
2023
Q4 		$807K Buy
9,500
+8,500
+850% +$656K ﹤0.01% 3216
2023
Q3 		$75K Buy
1,000
+600
+150% +$49.3K ﹤0.01% 5395
2023
Q2 		$31K Sell
400
-2,400
-86% -$180K ﹤0.01% 6323
2023
Q1 		$202K Buy
2,800
+2,500
+833% +$166K ﹤0.01% 4310
2022
Q4 		$17K Buy
300
+200
+200% +$12K ﹤0.01% 7043
2022
Q3 		$6K Sell
100
-400
-80% -$28.9K ﹤0.01% 8662
2022
Q2 		$33K Hold
500
– – ﹤0.01% 7022
2022
Q1 		$31K Hold
500
– – ﹤0.01% 7731
2021
Q4 		$35K Sell
500
-2,200
-81% -$142K ﹤0.01% 7702
2021
Q3 		$132K Hold
2,700
– – ﹤0.01% 6228
2021
Q2 		$131K Buy
2,700
+2,673
+9,900% +$128K ﹤0.01% 6349
2021
Q1 		$124K Sell
27
-10
-27% -$428 ﹤0.01% 5438
2020
Q4 		$157K Buy
37
+35
+1,750% +$1.43K ﹤0.01% 4931
2020
Q3 		$7K Buy
2
+1
+100% +$38 ﹤0.01% 6963
2020
Q2 		$3K Buy
+1
New +$42 ﹤0.01% 7165
2019
Q1 		– Sell
-14
Closed -$69K – 7658
2018
Q4 		$69K Hold
14
– – ﹤0.01% 4216
2018
Q3 		$67K Buy
+14
New +$677 ﹤0.01% 4870
2017
Q2 		– Sell
-30
Closed -$1K – 6594
2017
Q1 		$1K Sell
30
-6
-17% -$227 ﹤0.01% 5733
2016
Q4 		$3K Buy
+36
New +$1.34K ﹤0.01% 4782
2015
Q3 		– Sell
-53
Closed -$2K – 6003
2015
Q2 		$2K Buy
+53
New +$1.52K ﹤0.01% 4322

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.