CAPSTONE INVESTMENT ADVISORS, LLC

Position in OTTR — Otter Tail Corp

CIK 1426196 NEW YORK, NY

Position in OTTR

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,512,923

+$535,078 QoQ

Shares Held

16,814

+50.9% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#106

of 358 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Jun 30, 2026

CAPSTONE INVESTMENT ADVISORS, LLC holds $4,749,369 across 4 Conglomerates names. OTTR ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	10,990	$1,779,390
2	OTTR	Otter Tail Corp This page	16,814	$1,512,923
3	GHC	Graham Holdings Co	771	$880,034
4	VMI	Valmont Industries Inc	999	$577,022

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,512,923	16,814	+50.9%	Shares	Defined	2026-08-17
2026-03-31	$977,845	11,141	-51.5%	Shares	Defined	2026-05-15
2025-12-31	$1,854,508	22,949	+167.7%	Shares	Defined	2026-02-17
2025-09-30	$702,810	8,574	+131.9%	Shares	Defined	2025-11-14
2025-06-30	$285,078	3,698	—	Shares	Defined	2025-08-14
No filing history on record for this holder in this stock.