Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionAmalgamated Bank
Latest Disclosed Ownership11,956 shares
Latest Disclosed Value $ 1,049
Amalgamated Bank reports 0.94% decrease in ownership of OTTR / Otter Tail Corporation

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 11,956 shares of Otter Tail Corporation (US:OTTR) valued at $1,049,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 12,070 shares of Otter Tail Corporation. The current value of the position is $1,037,422 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 11,956 -114 -0.94 1 0.0080
2026-02-05 2025-12-31 13F OTTER TAIL COM 689648103 12,070 115 0.96 1 0.0070
2025-10-29 2025-09-30 13F OTTER TAIL COM 689648103 11,955 5 0.04 1 0.0070
2025-08-04 2025-06-30 13F OTTER TAIL COM 689648103 11,950 26 0.22 1 0.0071
2025-04-25 2025-03-31 13F OTTER TAIL COM 689648103 11,924 -415 -3.36 1 0.0082
2025-02-04 2024-12-31 13F OTTER TAIL COM 689648103 12,339 22 0.18 1 0.0075
2024-10-30 2024-09-30 13F OTTER TAIL COM 689648103 12,317 -440 -3.45 1 -100.00 0.0079
2024-08-12 2024-06-30 13F OTTER TAIL COM 689648103 12,757 -355 -2.71 1 0.00 0.0095
2024-04-23 2024-03-31 13F OTTER TAIL COM 689648103 13,112 -3,751 -22.24 1 0.00 0.0097
2024-02-06 2023-12-31 13F OTTER TAIL COM 689648103 16,863 -495 -2.85 1 0.00 0.0114
2023-11-08 2023-09-30 13F OTTER TAIL COM 689648103 17,358 -542 -3.03 1 0.00 0.0112
2023-08-11 2023-06-30 13F OTTER TAIL COM 689648103 17,900 -353 -1.93 1 0.00 0.0114
2023-05-02 2023-03-31 13F OTTER TAIL COM 689648103 18,253 12,299 206.57 1 0.0112
2023-02-10 2022-12-31 13F OTTER TAIL COM 689648103 5,954 41 0.69 0 -100.00 0.0031
2022-11-09 2022-09-30 13F OTTER TAIL COM 689648103 5,913 131 2.27 364 -6.19 0.0035
2022-08-15 2022-06-30 13F OTTER TAIL COM 689648103 5,782 657 12.82 388 21.25 0.0036
2022-08-25 2022-03-31 13F/A-1 OTTER TAIL COM 689648103 5,125 -211 -3.95 320 -16.01 0.0025
2022-06-30 2022-03-31 13F OTTER TAIL COM 689648103 5,125 -211 320 0.0025
2022-02-15 2021-12-31 13F/A-1 OTTER TAIL COM 689648103 5,336 -46 -0.85 381 26.58 0.0028
2022-02-15 2021-12-31 13F OTTER TAIL COM 689648103 5,336 -46 381 0.0028
2021-10-29 2021-09-30 13F OTTER TAIL COM 689648103 5,382 -398 -6.89 301 6.74 0.0025
2021-08-16 2021-06-30 13F OTTER TAIL COM 689648103 5,780 5,780 282 0.0023
2020-08-10 2020-06-30 13F OTTER TAIL COM 689648103 0 -6,522 -100.00 0 -100.00
2020-05-13 2020-03-31 13F OTTER TAIL COM 689648103 6,522 -237 -3.51 290 -16.43 0.0071
2020-02-13 2019-12-31 13F OTTER TAIL COM 689648103 6,759 464 7.37 347 2.66 0.0064
2019-11-13 2019-09-30 13F OTTER TAIL COM 689648103 6,295 -95 -1.49 338 0.30 0.0071
2019-08-14 2019-06-30 13F OTTER TAIL COM 689648103 6,390 932 17.08 337 23.90 0.0079
2019-05-15 2019-03-31 13F OTTER TAIL COM 689648103 5,458 230 4.40 272 4.62 0.0066
2019-02-15 2018-12-31 13F OTTER TAIL COM 689648103 5,228 -98 -1.84 260 1.96 0.0074
2018-11-14 2018-09-30 13F OTTER TAIL COM 689648103 5,326 -36 -0.67 255 0.00 0.0063
2018-07-18 2018-06-30 13F OTTER TAIL COM 689648103 5,362 173 3.33 255 13.33 0.0062
2018-05-22 2018-03-31 13F OTTER TAIL COM 689648103 5,189 -77 -1.46 225 -3.85 0.0060
2018-02-13 2017-12-31 13F OTTER TAIL COM 689648103 5,266 370 7.56 234 10.38 0.0063
2017-11-09 2017-09-30 13F OTTER TAIL COM 689648103 4,896 4,896 212 0.0066
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.