Sunbelt Securities’s Otter Tail OTTR Stock Holding History

Sunbelt 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	-5	Closed	-$410	–	2911
2025 Q3	$410	Buy	+5	New	+$405	﹤0.01%	2273

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Sunbelt Securities's OTTR Position: Q4 2025 in Review

Sunbelt Securities sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 5 shares — an estimated $410 sold.

Sunbelt Securities first reported a position in OTTR in Q3 2025 and held it in 1 quarter. The position peaked at $410 in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

Sunbelt Securities reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 5 Otter Tail shares in Q4 2025, an estimated $410.
Sunbelt Securities first reported a position in Otter Tail in Q3 2025 and held it in 1 quarter.
Sunbelt Securities's Otter Tail position peaked at $410 in Q3 2025.
354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.