Envestnet Portfolio Solutions, Inc.

Position in OTTR — Otter Tail Corp

CIK 1998033 BERWYN, PA

Position in OTTR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$305,752

-$19,084 QoQ

Shares Held

3,398

-8.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#218

of 358 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $9,860,118 across 4 Conglomerates names. OTTR ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	34,029	$5,509,635
2	HON	Honeywell International Inc	16,984	$3,802,717
3	OTTR	Otter Tail Corp This page	3,398	$305,752
4	VMI	Valmont Industries Inc	419	$242,014

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,752	3,398	-8.2%	Shares	Sole	2026-07-20
2026-03-31	$324,836	3,701	+2.0%	Shares	Sole	2026-04-29
2025-12-31	$293,259	3,629	-0.8%	Shares	Sole	2026-02-06
2025-09-30	$299,846	3,658	-6.5%	Shares	Sole	2025-10-30
2025-06-30	$301,653	3,913	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.