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 		$26.3K Sell
300
-700
-70% -$60.6K ﹤0.01% 6524
2025
Q4 		$80.8K Sell
1,000
-100
-9% -$8.1K ﹤0.01% 5205
2025
Q3 		$90K Buy
+1,100
New +$89.2K ﹤0.01% 5872
2025
Q1 		– Sell
-100
Closed -$7K – 9349
2024
Q4 		$7K Buy
+100
New +$7.83K ﹤0.01% 7442
2024
Q2 		– Sell
-500
Closed -$43K – 9546
2024
Q1 		$43K Sell
500
-1,400
-74% -$122K ﹤0.01% 6400
2023
Q4 		$161K Buy
1,900
+1,000
+111% +$77.2K ﹤0.01% 4887
2023
Q3 		$68K Buy
900
+600
+200% +$49.3K ﹤0.01% 5512
2023
Q2 		$23K Buy
+300
New +$22.5K ﹤0.01% 6640
2023
Q1 		– Sell
-400
Closed -$23K – 9836
2022
Q4 		$23K Sell
400
-300
-43% -$18K ﹤0.01% 6745
2022
Q3 		$43K Sell
700
-100
-13% -$7.21K ﹤0.01% 6647
2022
Q2 		$53K Sell
800
-900
-53% -$57.2K ﹤0.01% 6417
2022
Q1 		$106K Buy
+1,700
New +$107K ﹤0.01% 6051
2021
Q4 		– Sell
-300
Closed -$14K – 11165
2021
Q3 		$14K Hold
300
– – ﹤0.01% 8727
2021
Q2 		$14K Buy
300
+297
+9,900% +$14.2K ﹤0.01% 8876
2021
Q1 		$13K Hold
3
– – ﹤0.01% 7753
2020
Q4 		$12K Buy
+3
New +$122 ﹤0.01% 7303
2020
Q3 		– Sell
-1
Closed -$3K – 8292
2020
Q2 		$3K Buy
+1
New +$42 ﹤0.01% 7166
2018
Q3 		– Sell
-2
Closed -$9K – 7872
2018
Q2 		$9K Buy
+2
New +$90 ﹤0.01% 6407
2018
Q1 		– Sell
-13
Closed -$1K – 6660
2017
Q4 		$1K Buy
+13
New +$596 ﹤0.01% 5589

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.