Chesley Taft & Associates LLC OTTR — Otter Tail Corporation

Ownership history in Chesley Taft & Associates LLC  ·  19 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Otter Tail Corporation (OTTR) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows OTTR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OTTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in Otter Tail Corporation, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OTTR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OTTR stock page Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC held OTTR — position size vs. price
% of Fund (quarterly)    OTTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,680 — 0% 0.01% $323K 2026-04-13 $91.29
2025 Q4 UNCHANGED — — — 3,680 — 0% 0.01% $297K 2026-01-14 $85.54
2025 Q3 UNCHANGED — — — 3,680 — 0% 0.01% $302K 2025-10-08 $75.98
2025 Q2 UNCHANGED — — — 3,680 — 0% 0.01% $284K 2025-07-09 $77.67
2025 Q1 UNCHANGED — — — 3,680 — 0% 0.01% $296K 2025-04-10 $75.04
2024 Q4 UNCHANGED — — — 3,680 — 0% 0.01% $272K 2025-01-17 $76.39
2024 Q3 UNCHANGED — — — 3,680 — 0% 0.01% $288K 2024-10-07 $72.59
2024 Q2 UNCHANGED — — — 3,680 — 0% 0.02% $322K 2024-07-19 $88.20
2024 Q1 UNCHANGED — — — 3,680 — 0% 0.02% $318K 2024-04-16 $78.62
2023 Q4 UNCHANGED — — — 3,680 — 0% 0.02% $313K 2024-01-11 $77.66
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OTTR

As of 2026 Q1 — sorted by position size

Bank & Trust Co 7.05% Palisades Investment Partners, LLC 3Y 7Y 1.53% Phocas Financial Corp. 3Y 7Y 1.05% DENALI ADVISORS LLC 3Y 7Y 0.88% BAYBAN 0.4% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 0.3% Johnson Wealth Management, LLC 0.29% VIRTUS ADVISERS, LLC 3Y 7Y 0.28% GABELLI FUNDS LLC 3Y 7Y 0.28% Mann Financial Group, Inc. 0.26%

FAQ About Chesley Taft & Associates LLC and OTTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning OTTR?

Chesley Taft & Associates LLC reported OTTR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OTTR position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for OTTR was 0.02% in 2023 Q4.

What is the latest reported OTTR position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 3,680 shares, equal to 0.01% of portfolio, with an estimated market value of $323K.

What does the chart on this OTTR ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly OTTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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