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Creative Planning OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
7
Latest value
$739K
Q3 2026
Peak value
$739K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $493K |
| Q4 2025 | $489K |
| Q1 2026 | $616K |
| Q2 2026 | $2K |
| Q2 2026 | $682K |
| Q3 2026 | $2K |
| Q3 2026 | $739K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $739K | 8.4K | — | — |
| Q3 2026 | $2K | 18 | — | — |
| Q2 2026 | $682K | 7.6K | — | — |
| Q2 2026 | $2K | 18 | — | — |
| Q1 2026 | $616K | 7.0K | — | — |
| Q4 2025 | $489K | 6.0K | — | — |
| Q3 2025 | $493K | 6.0K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M