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TwinBeech Capital’s Otter Tail OTTR Stock Holding History

TwinBeech Capital’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
-12,585
Closed -$970K – 761
2025
Q2 		$970K Buy
12,585
+5,401
+75% +$422K 0.02% 415
2025
Q1 		$577K Buy
+7,184
New +$569K 0.01% 563
2024
Q4 		– Sell
-17,362
Closed -$1.36M – 849
2024
Q3 		$1.36M Buy
+17,362
New +$1.5M 0.03% 464

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

TwinBeech Capital's OTTR Position: Q3 2025 in Review

TwinBeech Capital sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 12,585 shares — an estimated $970K sold.

TwinBeech Capital first reported a position in OTTR in Q3 2024 and held it in 3 quarters. The position peaked at $1.36M in Q3 2024. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • TwinBeech Capital reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • TwinBeech Capital sold 12,585 Otter Tail shares in Q3 2025, an estimated $970K.
  • TwinBeech Capital first reported a position in Otter Tail in Q3 2024 and held it in 3 quarters.
  • TwinBeech Capital's Otter Tail position peaked at $1.36M in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.