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Compiled from SEC Form N-PX filings and OTTER TAIL CORP.’s Form 8-K, filed 2024-04-10 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore OTTER TAIL CORP. in the interactive database Compare manager voting policies
These tallies are OTTER TAIL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-04-10 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Mary E. Ludford | 27,346,252 | -- | -- | 649,371 | 6,355,825 | Majority: yes |
| Elect Director: Charles S. MacFarlane | 27,691,784 | -- | -- | 303,839 | 6,355,825 | Majority: yes |
| Elect Director: Thomas J. Webb | 27,548,873 | -- | -- | 446,750 | 6,355,825 | Majority: yes |
| Ratification of the Appointment of Deloitte & Touche LLP as Otter Tail Corporation's Independent Registered Public Accounting Firm for the Year 2024: | 33,836,435 | 400,517 | 114,496 | -- | -- | Majority: yes |
Source: OTTER TAIL CORP., Form 8-K, filed with the SEC on 2024-04-10 — read the filing on EDGAR.
Each item below shows how the 314 asset managers that disclosed a OTTER TAIL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of OTTER TAIL CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 9 wordings of this item as funds reported it.
99.3% fund support · no official result
The 303 asset managers below cast 99.3% of the shares they voted on this item FOR (22,390,863 for, 147,881 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 5,419,012 | 347 | 0 | 0 | For |
| Vanguard | 4,949,668 | 0 | 0 | 0 | For |
| Charles Schwab | 978,296 | 0 | 0 | 0 | For |
| Fidelity | 893,911 | 0 | 0 | 0 | For |
| Gabelli | 834,692 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 819,398 | 0 | 0 | 0 | For |
| First Trust | 802,418 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 708,177 | 0 | 0 | 0 | For |
| State Street | 678,477 | 0 | 0 | 0 | For |
| Nuveen | 442,627 | 0 | 0 | 0 | For |
| Equitable | 339,372 | 0 | 0 | 0 | For |
| Victory Capital | 306,382 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 296,350 | 0 | 0 | 0 | For |
| SEI | 288,085 | 0 | 0 | 0 | For |
| Northern Trust | 278,194 | 29 | 200 | 0 | For |
| TIAA | 258,990 | 0 | 0 | 0 | For |
| Federated Hermes | 250,290 | 0 | 0 | 0 | For |
| Dimensional | 235,263 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 230,684 | 0 | 0 | 0 | For |
| Invesco | 158,075 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 136,074 | 0 | 0 | 0 | For |
| Bank & Trust Co | 135,594 | 0 | 0 | 0 | For |
| BNY Mellon | 133,591 | 0 | 0 | 0 | For |
| Jackson National | 122,630 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 118,906 | 0 | 0 | 0 | For |
Showing the 25 largest of 303 asset managers. See all 303 in the interactive database.
Combines 9 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
OTTER TAIL CORP.’s own tally for this item (“Ratification of the Appointment of Deloitte & Touche LLP as Otter Tail Corporation's Independent Registered Public Accounting Firm for the Year 2024:”): 33,836,435 for, 400,517 against, per its Form 8-K filed 2024-04-10 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,783,750 outstanding shares: 81% for, 1.0% against (82% of the company cast a for/against vote).
The 93 asset managers below cast 99.9% of the shares they voted on this item FOR (15,934,742 for, 135 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,860,856 | 0 | 0 | 0 | For |
| BlackRock | 4,706,697 | 0 | 0 | 0 | For |
| Fidelity | 868,299 | 0 | 0 | 0 | For |
| First Trust | 799,151 | 0 | 0 | 0 | For |
| Capitol Series Trust | 677,021 | 0 | 0 | 0 | For |
| Gabelli | 558,400 | 0 | 0 | 0 | For |
| Charles Schwab | 480,726 | 0 | 0 | 0 | For |
| Equitable | 339,372 | 0 | 0 | 0 | For |
| TIAA | 258,003 | 0 | 0 | 0 | For |
| Northern Trust | 180,182 | 0 | 0 | 0 | For |
| Dimensional | 176,900 | 0 | 0 | 0 | For |
| Victory Capital | 151,632 | 0 | 0 | 0 | For |
| SEI | 136,657 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 136,074 | 0 | 0 | 0 | For |
| Jackson National | 122,630 | 0 | 0 | 0 | For |
| Federated Hermes | 117,496 | 0 | 0 | 0 | For |
| WisdomTree | 113,342 | 0 | 0 | 0 | For |
| ProShares | 106,320 | 0 | 0 | 0 | For |
| Principal | 79,657 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 72,944 | 0 | 0 | 0 | For |
| State Street | 68,855 | 5 | 0 | 0 | For |
| Nuveen | 66,746 | 0 | 0 | 0 | For |
| Invesco | 66,461 | 0 | 0 | 0 | For |
| BNY Mellon | 65,211 | 0 | 0 | 0 | For |
| ETF Series Solutions | 60,473 | 0 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
OTTER TAIL CORP.’s own tally for this item (“Elect Director: Charles S. MacFarlane”): 27,691,784 for, 303,839 withheld, per its Form 8-K filed 2024-04-10 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,783,750 outstanding shares: 66% for, 0.8% withheld (67% of the company cast a for/withheld vote).
The 87 asset managers below cast 100% of the shares they voted on this item FOR (15,327,184 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,860,856 | 0 | 0 | 0 | For |
| BlackRock | 4,706,697 | 0 | 0 | 0 | For |
| Fidelity | 868,299 | 0 | 0 | 0 | For |
| First Trust | 799,151 | 0 | 0 | 0 | For |
| Capitol Series Trust | 677,021 | 0 | 0 | 0 | For |
| Charles Schwab | 480,726 | 0 | 0 | 0 | For |
| Equitable | 339,372 | 0 | 0 | 0 | For |
| TIAA | 258,003 | 0 | 0 | 0 | For |
| Northern Trust | 180,182 | 0 | 0 | 0 | For |
| Dimensional | 176,900 | 0 | 0 | 0 | For |
| Victory Capital | 151,632 | 0 | 0 | 0 | For |
| SEI | 136,657 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 136,074 | 0 | 0 | 0 | For |
| Jackson National | 122,630 | 0 | 0 | 0 | For |
| Federated Hermes | 117,496 | 0 | 0 | 0 | For |
| WisdomTree | 113,342 | 0 | 0 | 0 | For |
| ProShares | 106,320 | 0 | 0 | 0 | For |
| Principal | 79,657 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 72,944 | 0 | 0 | 0 | For |
| State Street | 68,853 | 0 | 7 | 0 | For |
| Nuveen | 66,746 | 0 | 0 | 0 | For |
| Invesco | 66,461 | 0 | 0 | 0 | For |
| BNY Mellon | 65,211 | 0 | 0 | 0 | For |
| ETF Series Solutions | 60,473 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,736 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
OTTER TAIL CORP.’s own tally for this item (“Elect Director: Mary E. Ludford”): 27,346,252 for, 649,371 withheld, per its Form 8-K filed 2024-04-10 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,783,750 outstanding shares: 65% for, 2% withheld (67% of the company cast a for/withheld vote).
The 87 asset managers below cast 100% of the shares they voted on this item FOR (15,113,874 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,860,856 | 0 | 0 | 0 | For |
| BlackRock | 4,706,697 | 0 | 0 | 0 | For |
| Fidelity | 868,299 | 0 | 0 | 0 | For |
| First Trust | 799,151 | 0 | 0 | 0 | For |
| Capitol Series Trust | 677,021 | 0 | 0 | 0 | For |
| Charles Schwab | 480,726 | 0 | 0 | 0 | For |
| Equitable | 294,839 | 0 | 44,533 | 0 | For |
| TIAA | 258,003 | 0 | 0 | 0 | For |
| Northern Trust | 180,182 | 0 | 0 | 0 | For |
| Dimensional | 176,900 | 0 | 0 | 0 | For |
| Victory Capital | 151,632 | 0 | 0 | 0 | For |
| SEI | 136,657 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 136,074 | 0 | 0 | 0 | For |
| Jackson National | 122,630 | 0 | 0 | 0 | For |
| Federated Hermes | 117,496 | 0 | 0 | 0 | For |
| WisdomTree | 113,342 | 0 | 0 | 0 | For |
| ProShares | 106,320 | 0 | 0 | 0 | For |
| Principal | 79,657 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 72,944 | 0 | 0 | 0 | For |
| State Street | 68,849 | 0 | 11 | 0 | For |
| Nuveen | 66,746 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 66,461 | 0 | Abstain |
| BNY Mellon | 65,211 | 0 | 0 | 0 | For |
| ETF Series Solutions | 60,473 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,736 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
OTTER TAIL CORP.’s own tally for this item (“Elect Director: Thomas J. Webb”): 27,548,873 for, 446,750 withheld, per its Form 8-K filed 2024-04-10 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,783,750 outstanding shares: 66% for, 1% withheld (67% of the company cast a for/withheld vote).
The 87 asset managers below cast 100% of the shares they voted on this item FOR (15,299,637 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,860,856 | 0 | 0 | 0 | For |
| BlackRock | 4,706,697 | 0 | 0 | 0 | For |
| Fidelity | 868,299 | 0 | 0 | 0 | For |
| First Trust | 799,151 | 0 | 0 | 0 | For |
| Capitol Series Trust | 677,021 | 0 | 0 | 0 | For |
| Charles Schwab | 480,726 | 0 | 0 | 0 | For |
| Equitable | 339,372 | 0 | 0 | 0 | For |
| TIAA | 258,003 | 0 | 0 | 0 | For |
| Northern Trust | 180,182 | 0 | 0 | 0 | For |
| Dimensional | 176,900 | 0 | 0 | 0 | For |
| Victory Capital | 151,632 | 0 | 0 | 0 | For |
| SEI | 136,657 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 136,074 | 0 | 0 | 0 | For |
| Jackson National | 122,630 | 0 | 0 | 0 | For |
| Federated Hermes | 117,496 | 0 | 0 | 0 | For |
| WisdomTree | 113,342 | 0 | 0 | 0 | For |
| ProShares | 106,320 | 0 | 0 | 0 | For |
| Principal | 79,657 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 72,944 | 0 | 0 | 0 | For |
| State Street | 68,854 | 0 | 6 | 0 | For |
| Nuveen | 66,746 | 0 | 0 | 0 | For |
| Invesco | 66,461 | 0 | 0 | 0 | For |
| BNY Mellon | 65,211 | 0 | 0 | 0 | For |
| ETF Series Solutions | 60,473 | 0 | 0 | 0 | For |
| Lincoln Financial | 58,736 | 0 | 0 | 0 | For |
Showing the 25 largest of 87 asset managers. See all 87 in the interactive database.
100% fund support · no official result
The 6 asset managers below cast 100% of the shares they voted on this item FOR (747,289 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Capitol Series Trust | 677,021 | 0 | 0 | 0 | For |
| JPMorgan | 33,530 | 0 | 0 | 0 | For |
| Empower | 29,633 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 4,800 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 1,701 | 0 | 0 | 0 | For |
| ADVISORY RESEARCH INC | 604 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 5 asset managers below cast 100% of the shares they voted on this item FOR (551,373 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Gabelli | 546,200 | 0 | 0 | 0 | For |
| TIMOTHY PLAN | 3,027 | 0 | 0 | 0 | For |
| Jackson Creek Investment Advisors LLC | 1,413 | 0 | 0 | 0 | For |
| SYNTAX ETF TRUST | 708 | 0 | 0 | 0 | For |
| Boltwood Capital Management | 25 | 0 | 0 | 0 | For |
Ranked by the number of OTTER TAIL CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 41,783,750 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 12.97% |
| 2 | Vanguard | 11.85% |
| 3 | Charles Schwab | 2.34% |
| 4 | Fidelity | 2.14% |
| 5 | Gabelli | 2.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.96% |
| 7 | First Trust | 1.92% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.69% |
| 9 | State Street | 1.62% |
| 10 | Nuveen | 1.06% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 15.22% | 13F |
| Vanguard Group | 12.20% | 13F |
| Cascade Investment, L.L.C. | 7.12% | 13D |
| State Street | 3.78% | 13F |
| Dimensional Fund Advisors | 2.47% | 13F |
| Geode Capital | 2.31% | 13F |
| JPMorgan Chase | 1.45% | 13F |
| Northern Trust | 1.39% | 13F |
| Morgan Stanley | 1.27% | 13F |
| Charles Schwab | 1.16% | 13F |
Percentages above are of 41,783,750 shares outstanding, as reported by OTTER TAIL CORP. on its Form 10-Q dated 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from OTTER TAIL CORP.’s 10-Q dated 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At OTTER TAIL CORP.'s shareholder meeting held 2024-04-08, in the 2023-2024 proxy season, 314 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,769 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. OTTER TAIL CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — TO APPROVE, IN A NON-BINDING ADVISORY VOTE, THE COMPENSATION PROVIDED TO THE NAMED EXECUTIVE… — the reporting funds cast 99.3% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
OTTER TAIL CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.