Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

SecurityOTTR / Otter Tail Corporation
InstitutionKBC Group NV
Latest Disclosed Ownership1,227 shares
Latest Disclosed Value $ 108
KBC Group NV ownership in OTTR / Otter Tail Corporation

On May 7, 2026 - KBC Group NV filed a 13F-HR form disclosing ownership of 1,227 shares of Otter Tail Corporation (US:OTTR) valued at $107,694 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,227 shares of Otter Tail Corporation. The current value of the position is $105,240 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)
2026-05-07 2026-03-31 13F OTTER TAIL COM 689648103 1,227 0 0.00 0 0.0003
2026-01-26 2025-12-31 13F OTTER TAIL COM 689648103 1,227 0 0.00 0 0.0002
2026-01-20 2025-09-30 13F OTTER TAIL COM 689648103 1,227 0 0.00 0 0.0002
2025-08-08 2025-06-30 13F OTTER TAIL COM 689648103 1,227 -419 -25.46 0 0.0003
2025-04-25 2025-03-31 13F OTTER TAIL COM 689648103 1,646 40 2.49 0 0.0004
2025-01-22 2024-12-31 13F OTTER TAIL COM 689648103 1,606 358 28.69 0 0.0003
2024-11-06 2024-09-30 13F OTTER TAIL COM 689648103 1,248 272 27.87 0 0.0003
2024-07-17 2024-06-30 13F OTTER TAIL COM 689648103 976 0 0.00 0 0.0003
2024-05-08 2024-03-31 13F OTTER TAIL COM 689648103 976 0 0.00 0 0.0003
2024-02-13 2023-12-31 13F OTTER TAIL COM 689648103 976 0 0.00 0 0.0003
2024-02-15 2023-09-30 13F/A-1 OTTER TAIL COM 689648103 976 -7,996 -89.12 0 0.0003
2023-11-22 2023-09-30 13F OTTER TAIL COM 689648103 8,972 0 1 0.0029
2024-02-15 2023-06-30 13F/A-1 OTTER TAIL COM 689648103 8,972 -298 -3.21 1 0.0029
2023-07-28 2023-06-30 13F OTTER TAIL COM 689648103 8,972 -298 1 0.0029
2024-02-14 2023-03-31 13F/A-1 OTTER TAIL COM 689648103 9,270 705 8.23 1 0.0028
2023-05-04 2023-03-31 13F OTTER TAIL COM 689648103 9,270 -935 1 0.0032
2024-02-14 2022-12-31 13F/A-1 OTTER TAIL COM 689648103 8,565 -1,640 -16.07 1 0.0024
2023-02-13 2022-12-31 13F OTTER TAIL COM 689648103 10,205 0 1 0.0000
2024-02-15 2022-09-30 13F/A-1 OTTER TAIL COM 689648103 10,205 521 5.38 1 0.0033
2022-11-08 2022-09-30 13F OTTER TAIL COM 689648103 10,205 521 628 0.0033
2024-02-14 2022-06-30 13F/A-1 OTTER TAIL COM 689648103 9,684 -1,738 -15.22 1 -100.00 0.0032
2022-07-26 2022-06-30 13F OTTER TAIL COM 689648103 9,684 -1,738 650 0.0033
2024-02-14 2022-03-31 13F/A-1 OTTER TAIL COM 689648103 11,422 6,291 122.61 1 0.0028
2022-05-06 2022-03-31 13F OTTER TAIL COM 689648103 11,422 6,291 714 0.0026
2024-02-14 2021-12-31 13F/A-1 OTTER TAIL COM 689648103 5,131 -826 -13.87 0 -100.00 0.0012
2022-02-03 2021-12-31 13F OTTER TAIL COM 689648103 5,131 -826 366 0.0011
2021-11-10 2021-09-30 13F OTTER TAIL COM 689648103 5,957 5,957 333 0.0012
2016-02-11 2015-12-31 13F OTTER TAIL COM 689648103 0 0 0 0.0000
2015-11-12 2015-09-30 13F OTTER TAIL COM 689648103 0 -14,900 -100.00 0 -100.00
2015-12-16 2015-06-30 13F/A-1 OTTER TAIL COM 689648103 14,900 -3,704 -19.91 396 -33.78 0.0051
2015-07-31 2015-06-30 13F OTTER TAIL COM 689648103 14,900 396
2015-12-16 2015-03-31 13F/A-1 OTTER TAIL COM 689648103 18,604 -8,599 -31.61 598 -28.98 0.0076
2015-04-30 2015-03-31 13F OTTER TAIL COM 689648103 18,604 598
2015-12-15 2014-12-31 13F/A-1 OTTER TAIL COM 689648103 27,203 23,259 589.73 842 701.90 0.0100
2015-02-12 2014-12-31 13F OTTER TAIL COM 689648103 27,203 842
2014-10-16 2014-09-30 13F OTTER TAIL COM 689648103 3,944 0 0.00 105 -11.76 0.0037
2014-08-01 2014-06-30 13F OTTER TAIL COM 689648103 3,944 0 0.00 119 -1.65 0.0014
2014-04-30 2014-03-31 13F OTTER TAIL COM 689648103 3,944 0 0.00 121 5.22 0.0019
2014-01-21 2013-12-31 13F OTTER TAIL COM 689648103 3,944 0 0.00 115 5.50 0.0017
2013-11-06 2013-09-30 13F OTTER TAIL COM 689648103 3,944 0 0.00 109 -2.68 0.0018
2013-07-29 2013-06-30 13F OTTER TAIL COM 689648103 3,944 3,944 112 0.0021
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.