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Tidal Investments’s Otter Tail OTTR Stock Holding History

Tidal Investments’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 		– Sell
-2,992
Closed -$231K – 2148
2025
Q2 		$231K Buy
+2,992
New +$234K ﹤0.01% 1723
2024
Q2 		– Sell
-16,879
Closed -$1.46M – 1898
2024
Q1 		$1.46M Buy
16,879
+12,865
+321% +$1.12M 0.02% 695
2023
Q4 		$341K Buy
+4,014
New +$310K 0.01% 1118
2023
Q3 		– Sell
-2,730
Closed -$216K – 1357
2023
Q2 		$216K Sell
2,730
-3,840
-58% -$288K 0.01% 1170
2023
Q1 		$475K Buy
+6,570
New +$436K 0.02% 784

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tidal Investments's OTTR Position: Q3 2025 in Review

Tidal Investments sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 2,992 shares — an estimated $231K sold.

Tidal Investments first reported a position in OTTR in Q1 2023 and held it in 5 quarters. The position peaked at $1.46M in Q1 2024. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Tidal Investments reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Tidal Investments sold 2,992 Otter Tail shares in Q3 2025, an estimated $231K.
  • Tidal Investments first reported a position in Otter Tail in Q1 2023 and held it in 5 quarters.
  • Tidal Investments's Otter Tail position peaked at $1.46M in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Tidal Investments's 13F filing for Q3 2025, filed 14 Nov 2025.