Otter Tail Corporation
DE ˙ DB ˙ US6896481032
€ 72,50 ↓ -1.00 (-1.36%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:OT4 / Otter Tail Corporation
InstitutionCreative Planning
Latest Disclosed Ownership7,021 shares
Latest Disclosed Value $ 616,275
Creative Planning reports 16.09% increase in ownership of OT4 / Otter Tail Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 7,021 shares of Otter Tail Corporation (DE:OT4) valued at $519,554 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,048 shares of Otter Tail Corporation. This represents a change in shares of 16.09% during the quarter. The current value of the position is $509,022 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)
2026-05-12 2026-03-31 13F OTTER TAIL COM 689648103 7,021 973 16.09 616 26.23 0.0004
2026-02-17 2025-12-31 13F OTTER TAIL COM 689648103 6,048 36 0.60 489 -0.81 0.0003
2025-11-14 2025-09-30 13F OTTER TAIL COM 689648103 6,012 -981 -14.03 493 -8.72 0.0004
2025-08-08 2025-06-30 13F OTTER TAIL COM 689648103 6,993 -1,828 -20.72 539 -23.87 0.0005
2025-05-15 2025-03-31 13F OTTER TAIL COM 689648103 8,821 904 11.42 709 21.23 0.0007
2025-02-14 2024-12-31 13F OTTER TAIL COM 689648103 7,917 699 9.68 585 3.55 0.0006
2024-10-11 2024-09-30 13F OTTER TAIL COM 689648103 7,218 937 14.92 564 2.55 0.0006
2024-08-15 2024-06-30 13F OTTER TAIL COM 689648103 6,281 137 2.23 550 3.77 0.0006
2024-05-13 2024-03-31 13F OTTER TAIL COM 689648103 6,144 1,942 46.22 531 48.46 0.0006
2024-02-14 2023-12-31 13F OTTER TAIL COM 689648103 4,202 -101 -2.35 357 9.51 0.0007
2023-11-16 2023-09-30 13F OTTER TAIL COM 689648103 4,303 1,188 38.14 327 33.06 0.0004
2023-07-21 2023-06-30 13F OTTER TAIL COM 689648103 3,115 3,115 246 0.0003
2023-02-10 2022-12-31 13F OTTER TAIL COM 689648103 0 -4,710 -100.00 0 -100.00
2022-11-03 2022-09-30 13F OTTER TAIL COM 689648103 4,710 349 8.00 290 -1.02 0.0005
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 4,361 951 27.89 293 37.56 0.0005
2022-05-16 2022-03-31 13F OTTER TAIL COM 689648103 3,410 3,410 213 0.0003
2017-10-17 2017-09-30 13F OTTER TAIL COM 689648103 0 -205 -100.00 0 -100.00
2017-07-12 2017-06-30 13F OTTER TAIL COM 689648103 205 0 0.00 8 0.00 0.0000
2017-04-07 2017-03-31 13F OTTER TAIL COM 689648103 205 0 0.00 8 0.00 0.0000
2017-01-09 2016-12-31 13F OTTER TAIL COM 689648103 205 5 2.50 8 14.29 0.0000
2016-10-12 2016-09-30 13F OTTER TAIL COM 689648103 200 -50 -20.00 7 -12.50 0.0000
2016-07-12 2016-06-30 13F OTTER TAIL COM 689648103 250 0 0.00 8 14.29 0.0001
2016-04-08 2016-03-31 13F OTTER TAIL COM 689648103 250 -450 -64.29 7 -63.16 0.0001
2016-01-11 2015-12-31 13F OTTER TAIL COM 689648103 700 -300 -30.00 19 -26.92 0.0002
2015-10-09 2015-09-30 13F OTTER TAIL COM 689648103 1,000 1,000 0.00 26 0.0002
2015-07-09 2015-06-30 13F OTTER TAIL COM 689648103 0 -3,719 -100.00 0 -100.00
2015-04-13 2015-03-31 13F OTTER TAIL COM 689648103 3,719 3,719 0.00 120 0.0011
2015-01-29 2014-12-31 13F OTTER TAIL COM 689648103 0 -3,219 -100.00 0 -100.00
2014-10-10 2014-09-30 13F OTTER TAIL COM 689648103 3,219 200 6.62 86 -5.49 0.0010
2014-08-20 2014-06-30 13F OTTER TAIL COM 689648103 3,019 -442 -12.77 91 -14.95 0.0012
2014-04-11 2014-03-31 13F OTTER TAIL COM 689648103 3,461 400 13.07 107 18.89 0.0016
2014-01-06 2013-12-31 13F OTTER TAIL COM 689648103 3,061 2,619 592.53 90 650.00 0.0015
2013-10-10 2013-09-30 13F OTTER TAIL COM 689648103 442 -1,200 -73.08 12 -74.47 0.0002
2013-07-09 2013-06-30 13F OTTER TAIL COM 689648103 1,642 1,642 47 0.0011
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.