Back to OTTR
Vest Financial, LLC OTTR Position History
Otter Tail Corporation • Utilities
Quarters held
5
Latest value
$2M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $4.4M |
| Q1 2026 | $3.6M |
| Q2 2026 | $3.8M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 22.4K | — | — |
| Q2 2026 | $3.8M | 42.5K | — | — |
| Q1 2026 | $3.6M | 41.1K | — | — |
| Q4 2025 | $4.4M | 54.5K | — | — |
| Q3 2025 | $5.4M | 65.4K | — | — |
Other funds holding OTTR
$412.7M
$412.2M
$409.5M
$408.9M
$392.6M
$391.2M
$383.1M
$148.1M