VOYA Investment Management’s Otter Tail OTTR Stock Holding History

VOYA Investment Management’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	$801K	Sell	9,123 -197	-2%	-$17K	﹤0.01%	1533
2025 Q4	$753K	Sell	9,320 -151	-2%	-$12.2K	﹤0.01%	1585
2025 Q3	$776K	Sell	9,471 -4,057	-30%	-$329K	﹤0.01%	1573
2025 Q2	$1.04M	Sell	13,528 -249	-2%	-$19.4K	﹤0.01%	1562
2025 Q1	$1.11M	Sell	13,777 -181	-1%	-$14.3K	﹤0.01%	1519
2024 Q4	$1.03M	Buy	13,958 +507	+4%	+$39.7K	﹤0.01%	1583
2024 Q3	$1.05M	Sell	13,451 -316	-2%	-$27.3K	﹤0.01%	1612
2024 Q2	$1.21M	Buy	13,767 +294	+2%	+$25.7K	﹤0.01%	1530
2024 Q1	$1.16M	Sell	13,473 -3,070	-19%	-$267K	﹤0.01%	1562
2023 Q4	$1.41M	Sell	16,543 -1,549	-9%	-$120K	﹤0.01%	1499
2023 Q3	$1.37M	Buy	18,092 +1,602	+10%	+$132K	﹤0.01%	1488
2023 Q2	$1.3M	Buy	16,490 +367	+2%	+$27.6K	﹤0.01%	1529
2023 Q1	$1.17M	Sell	16,123 -176	-1%	-$11.7K	﹤0.01%	1572
2022 Q4	$957K	Hold	16,299	–	–	﹤0.01%	1659
2022 Q3	$1M	Buy	16,299 +3	+0%	+$216	﹤0.01%	1631
2022 Q2	$1.09M	Sell	16,296 -649	-4%	-$41.3K	﹤0.01%	1365
2022 Q1	$1.06M	Buy	16,945 +270	+2%	+$16.9K	﹤0.01%	1440
2021 Q4	$1.19M	Sell	16,675 -608	-4%	-$39.3K	﹤0.01%	1436
2021 Q3	$967K	Sell	17,283 -399	-2%	-$21.1K	﹤0.01%	1591
2021 Q2	$863K	Sell	17,682 -688	-4%	-$32.9K	﹤0.01%	1732
2021 Q1	$848K	Sell	18,370 -2,126	-10%	-$90.9K	﹤0.01%	1699
2020 Q4	$874K	Buy	20,496 +702	+4%	+$28.6K	﹤0.01%	1583
2020 Q3	$716K	Sell	19,794 -5,844	-23%	-$225K	﹤0.01%	1464
2020 Q2	$994K	Sell	25,638 -5,526	-18%	-$233K	﹤0.01%	1269
2020 Q1	$1.39M	Buy	31,164 +408	+1%	+$20.3K	﹤0.01%	1092
2019 Q4	$1.58M	Buy	30,756 +1,428	+5%	+$74.1K	﹤0.01%	1216
2019 Q3	$1.58M	Buy	29,328 +11,825	+68%	+$619K	﹤0.01%	1114
2019 Q2	$924K	Sell	17,503 -147	-0.8%	-$7.49K	﹤0.01%	1396
2019 Q1	$879K	Hold	17,650	–	–	﹤0.01%	1432
2018 Q4	$876K	Sell	17,650 -7,134	-29%	-$340K	﹤0.01%	1378
2018 Q3	$1.19M	Buy	24,784 +7,320	+42%	+$354K	﹤0.01%	1326
2018 Q2	$831K	Sell	17,464 -1,634	-9%	-$73.6K	﹤0.01%	1489
2018 Q1	$828K	Hold	19,098	–	–	﹤0.01%	1489
2017 Q4	$849K	Hold	19,098	–	–	﹤0.01%	1514
2017 Q3	$828K	Hold	19,098	–	–	﹤0.01%	1545
2017 Q2	$756K	Buy	19,098 +1,300	+7%	+$51.1K	﹤0.01%	1576
2017 Q1	$675K	Hold	17,798	–	–	﹤0.01%	1552
2016 Q4	$726K	Sell	17,798 -585	-3%	-$21.8K	﹤0.01%	1525
2016 Q3	$636	Hold	18,383	–	–	﹤0.01%	1590
2016 Q2	$616K	Hold	18,383	–	–	﹤0.01%	1571
2016 Q1	$545K	Hold	18,383	–	–	﹤0.01%	1637
2015 Q4	$490K	Hold	18,383	–	–	﹤0.01%	1723
2015 Q3	$479K	Sell	18,383 -2,317	-11%	-$61.2K	﹤0.01%	1729
2015 Q2	$551K	Hold	20,700	–	–	﹤0.01%	1850
2015 Q1	$666K	Hold	20,700	–	–	﹤0.01%	1719
2014 Q4	$641K	Hold	20,700	–	–	﹤0.01%	1752
2014 Q3	$552K	Hold	20,700	–	–	﹤0.01%	1836
2014 Q2	$627K	Hold	20,700	–	–	﹤0.01%	1813
2014 Q1	$637K	Hold	20,700	–	–	﹤0.01%	1792
2013 Q4	$606K	Hold	20,700	–	–	﹤0.01%	1810
2013 Q3	$571K	Hold	20,700	–	–	﹤0.01%	1794
2013 Q2	$588K	Buy	+20,700	New	+$610K	﹤0.01%	1712

Other funds holding OTTR

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 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

VOYA Investment Management's OTTR Position: Q1 2026 in Review

VOYA Investment Management reduced its Otter Tail (OTTR) stake by 2.1% in Q1 2026, selling an estimated $17K and leaving 9,123 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

VOYA Investment Management first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.58M in Q4 2019. 345 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

VOYA Investment Management held 9,123 shares of Otter Tail worth $801K as of Q1 2026.
VOYA Investment Management sold 197 Otter Tail shares in Q1 2026, an estimated $17K.
Otter Tail made up ﹤0.01% of VOYA Investment Management's portfolio in Q1 2026, its #1533 holding.
VOYA Investment Management first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
VOYA Investment Management's Otter Tail position peaked at $1.58M in Q4 2019.
345 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.