Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionBarclays Plc
Latest Disclosed Ownership65,900 shares
Latest Disclosed Value $ 5,325,380
Barclays Plc reports 4.20% increase in ownership of OTTR / Otter Tail Corporation

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 65,900 shares of Otter Tail Corporation (US:OTTR) valued at $5,325,379 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 63,241 shares of Otter Tail Corporation. This represents a change in shares of 4.20% during the quarter. The current value of the position is $5,652,243 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)
2026-02-13 2025-12-31 13F OTTER TAIL COM 689648103 65,900 2,659 4.20 5,325 2.74 0.0013
2026-03-31 2025-09-30 13F/A-3 OTTER TAIL COM 689648103 63,241 -15,929 -20.12 5,184 -15.07 0.0011
2026-03-19 2025-09-30 13F/A-2 OTTER TAIL COM 689648103 70,553 -8,617 5,514 0.0015
2025-11-12 2025-09-30 13F OTTER TAIL COM 689648103 63,241 -15,929 5,184 0.0011
2026-02-27 2025-06-30 13F/A-2 OTTER TAIL COM 689648103 79,170 22,290 39.19 6,103 33.52 0.0014
2025-08-14 2025-06-30 13F/A-1 OTTER TAIL COM 689648103 79,170 22,290 6 0.0014
2025-08-13 2025-06-30 13F OTTER TAIL COM 689648103 79,170 22,290 6 0.0005
2026-03-17 2025-03-31 13F/A-1 OTTER TAIL COM 689648103 56,880 -18,884 -24.92 4,571 -18.29 0.0013
2025-05-15 2025-03-31 13F OTTER TAIL COM 689648103 56,880 -18,884 5 0.0013
2026-03-19 2024-12-31 13F/A-1 OTTER TAIL COM 689648103 75,764 5,211 7.39 5,594 1.45 0.0016
2025-02-13 2024-12-31 13F OTTER TAIL COM 689648103 75,764 5,211 6 0.0016
2026-03-31 2024-09-30 13F/A-2 OTTER TAIL COM 689648103 70,553 55,210 359.84 5,514 310.57 0.0015
2024-11-19 2024-09-30 13F/A-1 OTTER TAIL COM 689648103 70,553 55,210 6 0.0015
2024-11-15 2024-09-30 13F OTTER TAIL COM 689648103 70,553 55,210 6 0.0015
2026-03-23 2024-06-30 13F/A-1 OTTER TAIL COM 689648103 15,343 -21,193 -58.01 1,344 -57.45 0.0004
2024-08-14 2024-06-30 13F OTTER TAIL COM 689648103 15,343 -21,193 1 0.0004
2026-03-24 2024-03-31 13F/A-1 OTTER TAIL COM 689648103 36,536 -27,640 -43.07 3,157 -42.12 0.0011
2024-05-15 2024-03-31 13F OTTER TAIL COM 689648103 36,536 -27,640 3 0.0011
2026-03-25 2023-12-31 13F/A-1 OTTER TAIL COM 689648103 64,176 44,570 227.33 5,453 266.47 0.0020
2024-02-15 2023-12-31 13F OTTER TAIL COM 689648103 64,176 44,570 5 0.0020
2026-03-26 2023-09-30 13F/A-1 OTTER TAIL COM 689648103 19,606 -1,521 -7.20 1,488 -10.79 0.0009
2023-11-07 2023-09-30 13F OTTER TAIL COM 689648103 19,606 -1,521 1 0.0009
2026-03-30 2023-06-30 13F/A-2 OTTER TAIL COM 689648103 21,127 -4,445 -17.38 1,668 -9.74 0.0011
2023-09-20 2023-06-30 13F/A-1 OTTER TAIL COM 689648103 21,127 -4,445 2 0.0011
2023-08-03 2023-06-30 13F OTTER TAIL COM 689648103 21,127 -4,445 2 0.0011
2026-03-30 2023-03-31 13F/A-1 OTTER TAIL COM 689648103 25,572 14,527 131.53 1,848 185.19 0.0008
2023-05-04 2023-03-31 13F OTTER TAIL COM 689648103 25,572 14,527 2 0.0008
2026-03-30 2022-12-31 13F/A-1 OTTER TAIL COM 689648103 11,045 9,250 515.32 648 489.09 0.0003
2023-02-13 2022-12-31 13F OTTER TAIL COM 689648103 11,045 9,250 1 0.0003
2022-11-03 2022-09-30 13F OTTER TAIL COM 689648103 1,795 -269 -13.03 110 -20.86 0.0001
2022-08-12 2022-06-30 13F OTTER TAIL COM 689648103 2,064 -4,923 -70.46 139 -68.19 0.0001
2022-05-16 2022-03-31 13F OTTER TAIL COM 689648103 6,987 -42,965 -86.01 437 -87.75 0.0003
2022-02-23 2021-12-31 13F/A-1 OTTER TAIL COM 689648103 49,952 33,134 197.02 3,568 279.17 0.0013
2022-02-14 2021-12-31 13F OTTER TAIL COM 689648103 49,952 33,134 3,568 0.0004
2021-11-09 2021-09-30 13F OTTER TAIL COM 689648103 16,818 301 1.82 941 16.60 0.0004
2021-08-13 2021-06-30 13F OTTER TAIL COM 689648103 16,517 -34,163 -67.41 807 -65.51 0.0004
2021-05-13 2021-03-31 13F OTTER TAIL COM 689648103 50,680 5,727 12.74 2,340 22.13 0.0013
2021-02-11 2020-12-31 13F OTTER TAIL COM 689648103 44,953 -2,749 -5.76 1,916 11.07 0.0010
2020-11-12 2020-09-30 13F OTTER TAIL COM 689648103 47,702 -3,519 -6.87 1,725 -13.23 0.0010
2020-08-12 2020-06-30 13F OTTER TAIL COM 689648103 51,221 13,600 36.15 1,988 18.90 0.0015
2020-05-13 2020-03-31 13F OTTER TAIL COM 689648103 37,621 -24,004 -38.95 1,672 -47.11 0.0013
2020-02-10 2019-12-31 13F OTTER TAIL COM 689648103 61,625 42,001 214.03 3,161 199.62 0.0018
2019-11-15 2019-09-30 13F/A-1 OTTER TAIL COM 689648103 19,624 -7,740 -28.29 1,055 -26.99 0.0007
2019-11-14 2019-09-30 13F OTTER TAIL COM 689648103 19,624 -7,740 1,055 243.9172
2019-08-14 2019-06-30 13F OTTER TAIL COM 689648103 27,364 13,091 91.72 1,445 103.52 0.0009
2019-05-15 2019-03-31 13F OTTER TAIL COM 689648103 14,273 13,128 1,146.55 710 1,145.61 0.0005
2019-02-14 2018-12-31 13F OTTER TAIL COM 689648103 1,145 -17,058 -93.71 57 -93.47 0.0000
2018-11-14 2018-09-30 13F OTTER TAIL COM 689648103 18,203 13,438 282.01 873 284.58 0.0006
2018-08-14 2018-06-30 13F OTTER TAIL COM 689648103 4,765 -6,398 -57.31 227 -53.10 0.0002
2018-05-15 2018-03-31 13F OTTER TAIL COM 689648103 11,163 2,925 35.51 484 32.24 0.0004
2018-02-14 2017-12-31 13F OTTER TAIL COM 689648103 8,238 7,326 803.29 366 815.00 0.0003
2017-11-14 2017-09-30 13F OTTER TAIL COM 689648103 912 -3,105 -77.30 40 -74.84 0.0000
2017-08-14 2017-06-30 13F OTTER TAIL COM 689648103 4,017 -5,848 -59.28 159 -57.49 0.0002
2017-05-15 2017-03-31 13F OTTER TAIL COM 689648103 9,865 8,660 718.67 374 663.27 0.0004
2017-02-14 2016-12-31 13F OTTER TAIL COM 689648103 1,205 35 2.99 49 22.50 0.0001
2016-11-14 2016-09-30 13F OTTER TAIL COM 689648103 1,170 1,092 1,400.00 40 1,233.33 0.0000
2016-08-12 2016-06-30 13F OTTER TAIL COM 689648103 78 -16 -17.02 3 0.00 0.0000
2016-05-16 2016-03-31 13F OTTER TAIL COM 689648103 94 94 0.00 3 0.0000
2016-02-12 2015-12-31 13F OTTER TAIL COM 689648103 0 -383 -100.00 0 -100.00
2015-11-13 2015-09-30 13F OTTER TAIL COM 689648103 383 -335 -46.66 10 -44.44 0.0000
2015-08-14 2015-06-30 13F OTTER TAIL COM 689648103 718 -378 -34.49 18 -48.57 0.0000
2015-05-19 2015-03-31 13F/A-1 OTTER TAIL COM 689648103 1,096 -3,367 -75.44 35 -73.88 0.0000
2015-05-14 2015-03-31 13F OTTER TAIL COM 689648103 1,096 35
2015-02-13 2014-12-31 13F OTTER TAIL COM 689648103 4,463 -3,544 -44.26 134 -35.58 0.0001
2014-11-14 2014-09-30 13F OTTER TAIL COM 689648103 8,007 -3,575 -30.87 208 -40.06 0.0002
2014-08-14 2014-06-30 13F OTTER TAIL COM 689648103 11,582 -8,120 -41.21 347 -41.39 0.0004
2014-05-15 2014-03-31 13F OTTER TAIL COM 689648103 19,702 -5,203 -20.89 592 -18.12 0.0007
2014-02-13 2013-12-31 13F OTTER TAIL COM 689648103 24,905 3,906 18.60 723 27.51 0.0007
2013-11-14 2013-09-30 13F OTTER TAIL COM 689648103 20,999 1,801 9.38 567 4.04 0.0007
2013-08-14 2013-06-30 13F OTTER TAIL COM 689648103 19,198 19,198 545 0.0007
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.