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Equibles

Advisors Asset Management, Inc.

Position in OTTR — Otter Tail Corp

CIK 1297376 Monument, CO
Back to OTTR Full portfolio

Position in OTTR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,082,227
+$212,375 QoQ
Shares Held
23,141
+8.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#88
of 362 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OTTR Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $29,425,940 across 7 Conglomerates names. OTTR ranks #5 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VMI
Valmont Industries Inc
 28,370 $16,386,512
2 HON
Honeywell International Inc
 25,969 $5,814,459
3 DLX
Deluxe Corp
 122,322 $2,921,049
4 MMM
3M Co
 13,603 $2,202,461
5 OTTR
Otter Tail Corp
This page 		23,141 $2,082,227
6 PAM
Pampa Energy Inc.
 123 $10,101
7 GHC
Graham Holdings Co
 8 $9,131

All Filings in OTTR

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,082,227 23,141
2026-03-31 $1,869,852 21,304
2025-12-31 $1,435,347 17,762
2025-09-30 $1,303,077 15,897
2025-06-30 $1,051,815 13,644
2025-03-31 $982,925 12,230
2024-12-31 $963,168 13,044
2024-09-30 $961,446 12,301
2024-06-30 $813,623 9,289
2024-03-31 $701,481 8,119
2023-12-31 $417,117 4,909
2023-09-30 $263,518 3,471
2023-06-30 $145,997 1,849
2023-03-31 $45,096 624
2022-06-30 $181,922 2,710
2021-12-31 $658,063 9,214
2021-09-30 $654,065 11,686
2021-06-30 $764,706 15,667
2021-03-31 $721,960 15,637
2020-12-31 $717,765 16,845
2020-09-30 $601,362 16,626
2020-06-30 $632,121 16,296
2020-03-31 $756,575 17,017