AE Wealth Management LLC

Position in OTTR — Otter Tail Corp

CIK 1697723 TOPEKA, KS

Position in OTTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$226,656

-$117,586 QoQ

Shares Held

2,519

-46.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#241

of 358 holders

Holding Since

Dec 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $11,973,506 across 4 Conglomerates names. OTTR ranks #4 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	31,552	$7,064,460
2	MMM	3M Co	21,678	$3,509,864
3	VMI	Valmont Industries Inc	2,030	$1,172,526
4	OTTR	Otter Tail Corp This page	2,519	$226,656

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,656	2,519	-46.0%	Shares	Sole	2026-08-03
2024-12-31	$344,242	4,662	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.