Otter Tail Corporation
DE ˙ DB ˙ US6896481032
72,50 € ↓ -1,00 (-1,36%)
2026-06-04
DEL PRIS
SecurityDE:OT4 / Otter Tail Corporation
InstitutionAlps Advisors Inc
Latest Disclosed Ownership20,707 shares
Latest Disclosed Value $ 1,817,453
Alps Advisors Inc reports 4.55% decrease in ownership of OT4 / Otter Tail Corporation

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 20,707 shares of Otter Tail Corporation (DE:OT4) valued at $1,532,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 21,695 shares of Otter Tail Corporation. This represents a change in shares of -4.55% during the quarter. The current value of the position is $1,501,258 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)
2026-05-08 2026-03-31 13F OTTER TAIL COM 689648103 20,707 -988 -4.55 1,817 3.65 0.0078
2026-02-12 2025-12-31 13F OTTER TAIL COM 689648103 21,695 -1,478 -6.38 1,753 -7.69 0.0102
2025-11-05 2025-09-30 13F OTTER TAIL COM 689648103 23,173 993 4.48 1,899 11.12 0.0106
2025-08-11 2025-06-30 13F OTTER TAIL COM 689648103 22,180 -73 -0.33 1,710 -4.42 0.0099
2025-04-30 2025-03-31 13F OTTER TAIL COM 689648103 22,253 1,091 5.16 1,788 14.47 0.0104
2025-02-13 2024-12-31 13F OTTER TAIL COM 689648103 21,162 2,436 13.01 1,563 6.77 0.0099
2024-11-12 2024-09-30 13F OTTER TAIL COM 689648103 18,726 4,327 30.05 1,464 16.02 0.0098
2024-08-13 2024-06-30 13F OTTER TAIL COM 689648103 14,399 1,456 11.25 1,261 12.79 0.0087
2024-05-14 2024-03-31 13F OTTER TAIL COM 689648103 12,943 1,273 10.91 1,118 12.82 0.0079
2024-02-14 2023-12-31 13F OTTER TAIL COM 689648103 11,670 747 6.84 992 19.54 0.0078
2023-11-14 2023-09-30 13F OTTER TAIL COM 689648103 10,923 -1,547 -12.41 829 -15.75 0.0069
2023-08-14 2023-06-30 13F OTTER TAIL COM 689648103 12,470 2,457 24.54 985 36.10 0.0086
2023-05-10 2023-03-31 13F OTTER TAIL COM 689648103 10,013 833 9.07 724 34.39 0.0064
2023-02-14 2022-12-31 13F OTTER TAIL COM 689648103 9,180 471 5.41 539 0.37 0.0048
2022-11-14 2022-09-30 13F OTTER TAIL COM 689648103 8,709 2,593 42.40 536 30.41 0.0051
2022-08-15 2022-06-30 13F/A-1 OTTER TAIL COM 689648103 6,116 6,116 411 0.0040
2022-08-11 2022-06-30 13F OTTER TAIL COM 689648103 6,116 6,116 411 0.0040
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.