NewEdge Advisors, LLC

Position in OTTR — Otter Tail Corp

CIK 1633516 NEW ORLEANS, LA

Position in OTTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,542,887

+$111,095 QoQ

Shares Held

17,147

+5.1% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#105

of 358 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

NewEdge Advisors, LLC holds $94,595,861 across 8 Conglomerates names. OTTR ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	304,215	$49,255,450
2	HON	Honeywell International Inc	191,945	$42,976,485
3	OTTR	Otter Tail Corp This page	17,147	$1,542,887
4	VMI	Valmont Industries Inc	956	$552,185
5	SEB	Seaboard Corp /De/	57	$254,466
6	TRC	Tejon Ranch Co	700	$13,090
7	RCMT	Rcm Technologies, Inc.	46	$1,298
8	CRESY	Cresud Inc	0	$0

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,542,887	17,147	+5.1%	Shares	Sole	2026-08-12
2026-03-31	$1,431,792	16,313	+0.5%	Shares	Sole	2026-06-03
2025-12-31	$1,311,627	16,231	-4.4%	Shares	Sole	2026-02-18
2025-09-30	$1,391,030	16,970	-16.7%	Shares	Sole	2025-11-17
2025-06-30	$1,570,862	20,377	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$1,728,115	21,502	+25.1%	Shares	Sole	2025-05-15
2024-12-31	$1,269,383	17,191	+63.1%	Shares	Sole	2025-02-13
2024-09-30	$823,962	10,542	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$940,453	10,737	-8.0%	Shares	Sole	2024-08-16
2024-03-31	$1,008,633	11,674	-20.4%	Shares	Sole	2024-05-14
2023-12-31	$1,245,405	14,657	+3.2%	Shares	Sole	2024-02-13
2023-09-30	$1,078,064	14,200	-3.0%	Shares	Sole	2023-11-14
2023-06-30	$1,155,895	14,639	+27.4%	Shares	Sole	2023-08-14
2023-03-31	$830,526	11,492	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$688,257	11,723	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$718,061	11,672	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$790,120	11,770	-0.7%	Shares	Sole	2022-08-09
2022-03-31	$740,500	11,848	-1.3%	Shares	Sole	2022-05-13
2021-12-31	$857,539	12,007	+1.1%	Shares	Sole	2022-02-17
2021-09-30	$664,699	11,876	-22.2%	Shares	Sole	2021-10-29
2021-06-30	$744,596	15,255	+32.4%	Shares	Sole	2021-07-22
2021-03-31	$532,109	11,525	+2.9%	Shares	Sole	2021-04-26
2020-12-31	$477,189	11,199	+1.3%	Shares	Sole	2021-01-27
2020-09-30	$399,967	11,058	+0.2%	Shares	Sole	2020-11-03
2020-06-30	$428,241	11,040	+9.9%	Shares	Sole	2020-07-29
2020-03-31	$446,778	10,049	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.