COLDSTREAM CAPITAL MANAGEMENT INC

Position in OTTR — Otter Tail Corp

CIK 1082339 BELLEVUE, WA

Position in OTTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$538,260

+$13,133 QoQ

Shares Held

5,982

-0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#170

of 358 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $6,724,292 across 5 Conglomerates names. OTTR ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	16,603	$3,717,411
2	MMM	3M Co	11,653	$1,886,737
3	OTTR	Otter Tail Corp This page	5,982	$538,260
4	VMI	Valmont Industries Inc	628	$362,732
5	GHC	Graham Holdings Co	192	$219,152

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,260	5,982	-0.0%	Shares	Sole	2026-08-14
2026-03-31	$525,127	5,983	+2.2%	Shares	Sole	2026-05-08
2025-12-31	$473,223	5,856	-5.1%	Shares	Sole	2026-02-09
2025-09-30	$505,754	6,170	-0.3%	Shares	Sole	2025-11-19
2025-06-30	$477,187	6,190	-6.7%	Shares	Sole	2025-08-12
2025-03-31	$533,335	6,636	+8.4%	Shares	Sole	2025-05-13
2024-12-31	$451,826	6,119	-7.5%	Shares	Sole	2025-02-14
2024-09-30	$517,028	6,615	-0.0%	Shares	Sole	2024-11-18
2024-06-30	$579,583	6,617	+3.3%	Shares	Sole	2024-08-07
2024-03-31	$553,219	6,403	0.0%	Shares	Sole	2024-05-14
2023-12-31	$544,062	6,403	-1.8%	Shares	Sole	2024-02-09
2023-09-30	$495,074	6,521	+0.1%	Shares	Sole	2023-11-02
2023-06-30	$514,266	6,513	+7.0%	Shares	Sole	2023-08-03
2023-03-31	$440,052	6,089	+0.9%	Shares	Sole	2023-05-15
2022-12-31	$354,197	6,033	+1.5%	Shares	Sole	2023-01-10
2022-06-30	$399,154	5,946	-0.5%	Shares	Sole	2022-08-08
2022-03-31	$373,562	5,977	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.