Otter Tail Corporation
DE ˙ DB ˙ US6896481032
72,50 € ↓ -1,00 (-1,36%)
2026-06-04
AKTIENPREIS
SecurityDE:OT4 / Otter Tail Corporation
InstitutionState Street Corp
Latest Disclosed Ownership1,569,348 shares
Latest Disclosed Value $ 137,741,674
State Street Corp reports 0.51% increase in ownership of OT4 / Otter Tail Corporation

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 1,569,348 shares of Otter Tail Corporation (DE:OT4) valued at $116,131,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,561,440 shares of Otter Tail Corporation. This represents a change in shares of 0.51% during the quarter. The current value of the position is $113,777,730 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F OTTER TAIL COM 689648103 1,569,348 7,908 0.51 137,742 9.16 0.0048
2026-02-13 2025-12-31 13F OTTER TAIL COM 689648103 1,561,440 -3,933 -0.25 126,180 -1.66 0.0042
2025-11-14 2025-09-30 13F OTTER TAIL COM 689648103 1,565,373 -6,572 -0.42 128,314 5.89 0.0044
2025-08-14 2025-06-30 13F OTTER TAIL COM 689648103 1,571,945 -31,473 -1.96 121,181 -5.96 0.0045
2025-05-15 2025-03-31 13F OTTER TAIL COM 689648103 1,603,418 -57,350 -3.45 128,867 5.08 0.0053
2025-02-14 2024-12-31 13F OTTER TAIL COM 689648103 1,660,768 62,237 3.89 122,631 -1.85 0.0048
2024-11-14 2024-09-30 13F OTTER TAIL COM 689648103 1,598,531 18,109 1.15 124,941 -9.74 0.0051
2024-08-14 2024-06-30 13F OTTER TAIL COM 689648103 1,580,422 1,559 0.10 138,429 1.48 0.0060
2024-05-15 2024-03-31 13F OTTER TAIL COM 689648103 1,578,863 37,711 2.45 136,414 4.17 0.0061
2024-02-14 2023-12-31 13F OTTER TAIL COM 689648103 1,541,152 26,334 1.74 130,952 13.87 0.0064
2023-11-14 2023-09-30 13F OTTER TAIL COM 689648103 1,514,818 20,317 1.36 115,005 -2.54 0.0064
2023-08-14 2023-06-30 13F OTTER TAIL COM 689648103 1,494,501 19,124 1.30 118,006 10.67 0.0062
2023-05-15 2023-03-31 13F OTTER TAIL COM 689648103 1,475,377 603,721 69.26 106,625 108.36 0.0060
2023-05-15 2022-12-31 13F/A-99 OTTER TAIL COM 689648103 871,656 -2,325 -0.27 51,175 -4.82 0.0030
2023-05-15 2022-12-31 13F OTTER TAIL COM 689648103 871,656 -2,325 51,175 0.0030
2022-11-15 2022-09-30 13F OTTER TAIL COM 689648103 873,981 -6,470 -0.73 53,767 -9.03 0.0034
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 880,451 14,694 1.70 59,105 9.23 0.0035
2022-05-16 2022-03-31 13F OTTER TAIL COM 689648103 865,757 21,385 2.53 54,110 -10.27 0.0027
2022-02-14 2021-12-31 13F OTTER TAIL COM 689648103 844,372 -4,185 -0.49 60,305 26.97 0.0029
2021-11-15 2021-09-30 13F OTTER TAIL COM 689648103 848,557 -46 -0.01 47,494 14.66 0.0025
2021-08-16 2021-06-30 13F OTTER TAIL COM 689648103 848,603 50,489 6.33 41,420 12.40 0.0022
2021-07-09 2021-03-31 13F/A-1 OTTER TAIL COM 689648103 798,114 -47,901 -5.66 36,849 2.22 0.0021
2021-05-17 2021-03-31 13F OTTER TAIL COM 689648103 798,114 -47,901 36,849 0.0021
2021-02-16 2020-12-31 13F OTTER TAIL COM 689648103 846,015 39 0.00 36,049 17.81 0.0022
2020-11-10 2020-09-30 13F OTTER TAIL COM 689648103 845,976 -40,888 -4.61 30,599 -11.05 0.0021
2020-08-14 2020-06-30 13F OTTER TAIL COM 689648103 886,864 2,864 0.32 34,401 -12.47 0.0025
2020-06-19 2020-03-31 13F/A-1 OTTER TAIL COM 689648103 884,000 -12,644 -1.41 39,303 -14.54 0.0034
2020-05-11 2020-03-31 13F OTTER TAIL COM 689648103 884,000 -12,644 39,303 3,451.5948
2020-02-06 2019-12-31 13F OTTER TAIL COM 689648103 896,644 24,634 2.82 45,989 -1.88 0.0031
2019-11-14 2019-09-30 13F OTTER TAIL COM 689648103 872,010 3,709 0.43 46,871 2.22 0.0035
2019-08-14 2019-06-30 13F OTTER TAIL COM 689648103 868,301 37,941 4.57 45,855 10.84 0.0034
2019-05-15 2019-03-31 13F OTTER TAIL COM 689648103 830,360 21,982 2.72 41,369 3.09 0.0032
2019-02-12 2018-12-31 13F OTTER TAIL COM 689648103 808,378 -27,033 -3.24 40,128 0.29 0.0037
2018-11-09 2018-09-30 13F OTTER TAIL Common equity shares 689648103 835,411 20,757 2.55 40,013 3.17 0.0031
2018-08-14 2018-06-30 13F OTTER TAIL Common equity shares 689648103 814,654 -4,885 -0.60 38,783 9.16 0.0032
2018-05-15 2018-03-31 13F OTTER TAIL Common equity shares 689648103 819,539 -27,814 -3.28 35,527 -5.68 0.0030
2018-02-14 2017-12-31 13F OTTER TAIL Common equity shares 689648103 847,353 32,825 4.03 37,667 6.68 0.0030
2017-11-14 2017-09-30 13F OTTER TAIL Common equity shares 689648103 814,528 5,498 0.68 35,309 10.20 0.0030
2017-08-14 2017-06-30 13F OTTER TAIL Common equity shares 689648103 809,030 38,942 5.06 32,041 9.79 0.0028
2017-05-15 2017-03-31 13F OTTER TAIL Common equity shares 689648103 770,088 -36,538 -4.53 29,184 -11.32 0.0026
2017-02-09 2016-12-31 13F OTTER TAIL Common equity shares 689648103 806,626 60,785 8.15 32,909 27.55 0.0031
2017-01-13 2016-09-30 13F/A-1 OTTER TAIL Common equity shares 689648103 745,841 17,230 2.36 25,800 5.73 0.0026
2016-11-14 2016-09-30 13F OTTER TAIL Common equity shares 689648103 745,841 25,800
2016-08-12 2016-06-30 13F OTTER TAIL Common equity shares 689648103 728,611 -21,603 -2.88 24,402 9.81 0.0026
2016-05-20 2016-03-31 13F/A-1 OTTER TAIL Common equity shares 689648103 750,214 66,178 9.67 22,223 21.99 0.0024
2016-05-12 2016-03-31 13F OTTER TAIL Common equity shares 689648103 750,214 22,223
2016-02-16 2015-12-31 13F OTTER TAIL Common equity shares 689648103 684,036 5,790 0.85 18,217 3.07 0.0020
2015-11-16 2015-09-30 13F OTTER TAIL Common equity shares 689648103 678,246 -12,892 -1.87 17,674 -3.86 0.0021
2015-08-13 2015-06-30 13F OTTER TAIL Common equity shares 689648103 691,138 3,252 0.47 18,384 -16.93 0.0020
2015-05-15 2015-03-31 13F OTTER TAIL Common equity shares 689648103 687,886 -8,669 -1.24 22,132 2.62 0.0023
2015-02-11 2014-12-31 13F OTTER TAIL Common equity shares 689648103 696,555 30,834 4.63 21,566 21.45 0.0021
2014-11-12 2014-09-30 13F/A-1 OTTER TAIL Common equity shares 689648103 665,721 -8,385 -1.24 17,757 -13.02 0.0019
2014-11-10 2014-09-30 13F OTTER TAIL Common equity shares 689648103 665,721 17,757
2014-08-12 2014-06-30 13F OTTER TAIL Common equity shares 689648103 674,106 -8,618 -1.26 20,416 -2.86 0.0022
2014-05-15 2014-03-31 13F/A-1 OTTER TAIL Common equity shares 689648103 682,724 15,012 2.25 21,017 7.53 0.0024
2014-05-13 2014-03-31 13F OTTER TAIL Common equity shares 689648103 683,024 21,026
2014-02-06 2013-12-31 13F/A-1 OTTER TAIL Common equity shares 689648103 667,712 -8,231 -1.22 19,546 4.74 0.0022
2014-02-06 2013-12-31 13F OTTER TAIL Common equity shares 689648103 683,628 17,096
2013-11-12 2013-09-30 13F OTTER TAIL Common equity shares 689648103 675,943 -7,468 -1.09 18,661 -3.87 0.0023
2013-08-08 2013-06-30 13F OTTER TAIL Common equity shares 689648103 683,411 683,411 19,412 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.