Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership8,407 shares
Latest Disclosed Value $ 737,897
Cwm, Llc reports 0.43% decrease in ownership of OTTR / Otter Tail Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 8,407 shares of Otter Tail Corporation (US:OTTR) valued at $737,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,443 shares of Otter Tail Corporation. The current value of the position is $721,068 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.

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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)
2026-05-14 2026-03-31 13F OTTER TAIL COM 689648103 8,407 -36 -0.43 738 0.0019
2026-01-26 2025-12-31 13F OTTER TAIL COM 689648103 8,443 -1,373 -13.99 1 0.0018
2025-10-15 2025-09-30 13F OTTER TAIL COM 689648103 9,816 -602 -5.78 1 0.0024
2025-07-25 2025-06-30 13F OTTER TAIL COM 689648103 10,418 -289 -2.70 1 0.0028
2025-05-01 2025-03-31 13F OTTER TAIL COM 689648103 10,707 -1,275 -10.64 1 0.0034
2025-02-04 2024-12-31 13F OTTER TAIL COM 689648103 11,982 324 2.78 1 0.0037
2024-10-08 2024-09-30 13F OTTER TAIL COM 689648103 11,658 -586 -4.79 1 -100.00 0.0039
2024-07-10 2024-06-30 13F OTTER TAIL COM 689648103 12,244 -1,336 -9.84 1 0.00 0.0051
2024-04-05 2024-03-31 13F OTTER TAIL COM 689648103 13,580 -1,601 -10.55 1 0.00 0.0057
2024-02-01 2023-12-31 13F OTTER TAIL COM 689648103 15,181 -1,427 -8.59 1 0.00 0.0069
2023-10-11 2023-09-30 13F OTTER TAIL COM 689648103 16,608 -3,696 -18.20 1 0.00 0.0077
2023-08-03 2023-06-30 13F OTTER TAIL COM 689648103 20,304 -2,284 -10.11 2 0.00 0.0099
2023-05-01 2023-03-31 13F OTTER TAIL COM 689648103 22,588 -485 -2.10 2 0.00 0.0110
2023-02-01 2022-12-31 13F OTTER TAIL COM 689648103 23,073 59 0.26 1 -99.93 0.0100
2022-10-27 2022-09-30 13F OTTER TAIL COM 689648103 23,014 -1,947 -7.80 1,416 -15.51 0.0112
2022-07-28 2022-06-30 13F OTTER TAIL COM 689648103 24,961 -3,074 -10.96 1,676 -4.34 0.0130
2022-04-21 2022-03-31 13F OTTER TAIL COM 689648103 28,035 -5,710 -16.92 1,752 -27.30 0.0124
2022-01-31 2021-12-31 13F OTTER TAIL COM 689648103 33,745 -6,280 -15.69 2,410 23.34 0.0170
2021-09-15 2021-06-30 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2021-07-29 2021-06-30 13F OTTER TAIL COM 689648103 40,025 0 1,954 0.0156
2021-09-15 2021-03-31 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2021-04-27 2021-03-31 13F OTTER TAIL COM 689648103 36,196 -3,829 1,671 0.0147
2021-09-15 2020-12-31 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2021-01-27 2020-12-31 13F OTTER TAIL COM 689648103 28,501 -11,524 1,214 0.0114
2021-09-15 2020-09-30 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2020-10-19 2020-09-30 13F OTTER TAIL COM 689648103 21,472 -18,553 777 0.0086
2021-09-15 2020-06-30 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2020-07-22 2020-06-30 13F OTTER TAIL COM 689648103 22,322 -17,703 866 0.0103
2021-09-15 2020-03-31 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2020-04-28 2020-03-31 13F OTTER TAIL COM 689648103 18,560 -21,465 825 0.0123
2021-09-14 2019-12-31 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2020-01-27 2019-12-31 13F OTTER TAIL COM 689648103 14,934 -25,091 766 0.0098
2021-09-14 2019-09-30 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2019-10-22 2019-09-30 13F OTTER TAIL COM 689648103 457 -39,568 25 0.0004
2021-09-14 2019-06-30 13F/A-1 OTTER TAIL COM 689648103 40,025 0 0.00 1,954 0.00 0.0156
2021-09-02 2019-03-31 13F/A-1 OTTER TAIL COM 689648103 40,025 40,025 1,954 0.0156
2016-04-18 2016-03-31 13F OTTER TAIL COM 689648103 0 0 0 0.0000
2016-02-01 2015-12-31 13F OTTER TAIL COM 689648103 0 -100 -100.00 0 -100.00
2015-10-30 2015-09-30 13F OTTER TAIL COM 689648103 100 100 3 0.0003
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.