Back to OTTR
JAMES INVESTMENT RESEARCH, INC. → OTTR
JAMES INVESTMENT RESEARCH, INC. OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $870K |
| Q4 2025 | $858K |
| Q1 2026 | $933K |
| Q2 2026 | $957K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 11.6K | — | — |
| Q2 2026 | $957K | 10.6K | — | — |
| Q1 2026 | $933K | 10.6K | — | — |
| Q4 2025 | $858K | 10.6K | — | — |
| Q3 2025 | $870K | 10.6K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M