§ UTILITIES
USD · UtilitiesOTTR
OTTER TAIL CORP
USDSector · UtilitiesBeta · 0.51
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
198 increased/new, 106 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.5 | P/B | 1.82 |
| EPS (TTM) | 6.55 | Dividend | 2.69% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.4M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | n/a | n/a |
| State Street | 1.6M | 0.0% | +1% |
| Geode Capital Management | 1.1M | 0.0% | +4% |
| Dimensional Fund Advisors | 815K | 0.0% | −4% |
◇ AC INTELLIGENCE
Top institutional owners for OTTR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER25.8% · 0 holders
OTHER31.2% · 245 holders
PASSIVE / INDEX21.7% · 10 holders
DEALER / BANK12.0% · 31 holders
QUALITY / COMPOUNDER4.5% · 18 holders
INCOME / DEFENSIVE2.3% · 25 holders
ACTIVIST1.0% · 1 holder
SYSTEMATIC / QUANT0.7% · 9 holders
TACTICAL / MACRO0.7% · 4 holders
DEEP VALUE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OTTR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OTTR yet.