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Compiled from SEC Form N-PX filings and Otter Tail Corporation’s Form 8-K, filed 2026-04-15 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore Otter Tail Corporation in the interactive database Compare manager voting policies
These tallies are Otter Tail Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-04-15 (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: Jeanne H. Crain | 28,073,952 | -- | -- | 325,613 | 6,313,875 | Majority: yes |
| Elect Director: John D. Erickson | 28,002,930 | -- | -- | 396,635 | 6,313,875 | Majority: yes |
| Elect Director: Nathan I. Partain | 27,351,500 | -- | -- | 1,048,065 | 6,313,875 | Majority: yes |
| Ratification of the Appointment of Deloitte & Touche LLP as Otter Tail Corporation's Independent Registered Public Accounting Firm for the Year 2025: | 34,240,352 | 404,111 | 68,977 | -- | -- | Majority: yes |
| Approval of the amendment and restatement of the Company's Bylaws to include an exclusive forum provision: | 24,816,084 | 3,378,544 | 204,937 | -- | 6,313,875 | Majority: yes |
Source: Otter Tail Corporation, Form 8-K, filed with the SEC on 2026-04-15 — read the filing on EDGAR.
Each item below shows how the 380 asset managers that disclosed a Otter Tail Corporation 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 Corporation’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 4 wordings of this item as funds reported it.
99.0% fund support · no official result
The 362 asset managers below cast 99.0% of the shares they voted on this item FOR (23,431,570 for, 223,182 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,159,955 | 10 | 3 | 0 | For |
| BlackRock | 5,000,913 | 347 | 0 | 0 | For |
| State Street | 1,200,908 | 1,347 | 0 | 0 | For |
| Charles Schwab | 1,038,343 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,018,359 | 0 | 0 | 0 | For |
| Fidelity | 939,432 | 0 | 0 | 0 | For |
| First Trust | 891,628 | 0 | 0 | 0 | For |
| Gabelli | 735,400 | 0 | 0 | 0 | For |
| Dimensional | 394,620 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 311,691 | 0 | 0 | 0 | For |
| Equitable | 307,909 | 0 | 0 | 0 | For |
| Northern Trust | 299,114 | 0 | 0 | 0 | For |
| Federated Hermes | 294,805 | 0 | 0 | 0 | For |
| Goldman Sachs | 277,416 | 0 | 0 | 0 | For |
| Victory Capital | 257,399 | 0 | 0 | 0 | For |
| DE Shaw | 228,721 | 0 | 0 | 0 | For |
| Invesco | 214,663 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 206,011 | 0 | 0 | 0 | For |
| Two Sigma | 204,444 | 0 | 0 | 0 | For |
| Nuveen | 188,070 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 185,980 | 0 | 0 | 0 | For |
| RBC Dominion Securities Inc. | 168,602 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 136,095 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 122,256 | 0 | 0 | 0 | For |
| Bank & Trust Co | 122,016 | 0 | 0 | 0 | For |
Showing the 25 largest of 362 asset managers. See all 362 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Otter Tail Corporation’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 2025:”): 34,240,352 for, 404,111 against, per its Form 8-K filed 2026-04-15 (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 41,953,525 outstanding shares: 82% for, 1.0% against (83% of the company cast a for/against vote).
The 94 asset managers below cast 99.9% of the shares they voted on this item FOR (15,632,038 for, 14,426 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,831,101 | 6,482 | 0 | 0 | For |
| BlackRock | 4,324,218 | 0 | 0 | 0 | For |
| Fidelity | 935,362 | 0 | 0 | 0 | For |
| First Trust | 870,521 | 0 | 0 | 0 | For |
| State Street | 520,213 | 26 | 0 | 0 | For |
| Charles Schwab | 501,536 | 0 | 0 | 0 | For |
| Gabelli | 469,100 | 0 | 0 | 0 | For |
| Dimensional | 329,960 | 0 | 0 | 0 | For |
| Equitable | 307,909 | 0 | 0 | 0 | For |
| JPMorgan | 205,185 | 0 | 0 | 0 | For |
| Invesco | 188,298 | 0 | 0 | 0 | For |
| Goldman Sachs | 165,229 | 0 | 0 | 0 | For |
| Federated Hermes | 129,964 | 0 | 0 | 0 | For |
| Victory Capital | 128,022 | 0 | 0 | 0 | For |
| WisdomTree | 116,247 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 91,951 | 0 | 0 | 0 | For |
| World Funds Trust | 91,945 | 0 | 0 | 0 | For |
| ProShares | 83,507 | 0 | 0 | 0 | For |
| TIAA | 82,850 | 0 | 0 | 0 | For |
| Jackson National | 82,021 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 76,686 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 64,171 | 0 | 0 | 0 | For |
| Lincoln Financial | 60,888 | 0 | 0 | 0 | For |
| Northern Trust | 57,720 | 0 | 0 | 0 | For |
| Calvert | 57,713 | 0 | 0 | 0 | For |
Showing the 25 largest of 94 asset managers. See all 94 in the interactive database.
Combines 3 wordings of this item as funds reported it.
88% Majority: yes · of votes cast
Otter Tail Corporation’s own tally for this item (“Approval of the amendment and restatement of the Company's Bylaws to include an exclusive forum provision:”): 24,816,084 for, 3,378,544 against, per its Form 8-K filed 2026-04-15 (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 41,953,525 outstanding shares: 59% for, 8% against (67% of the company cast a for/against vote).
The 91 asset managers below cast 88% of the shares they voted on this item FOR (13,597,835 for, 1,835,135 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,829,640 | 6,533 | 2 | 0 | For |
| BlackRock | 4,324,218 | 0 | 0 | 0 | For |
| Fidelity | 935,362 | 0 | 0 | 0 | For |
| First Trust | 870,521 | 0 | 0 | 0 | For |
| State Street | 1,351 | 518,888 | 0 | 0 | Against |
| Charles Schwab | 0 | 501,536 | 0 | 0 | Against |
| Gabelli | 469,100 | 0 | 0 | 0 | For |
| Dimensional | 329,960 | 0 | 0 | 0 | For |
| Equitable | 307,909 | 0 | 0 | 0 | For |
| Invesco | 188,298 | 0 | 0 | 0 | For |
| Goldman Sachs | 165,229 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 129,964 | 0 | 0 | Against |
| Victory Capital | 128,022 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 116,247 | 0 | 0 | Against |
| Bridge Builder Trust | 16,651 | 75,300 | 0 | 0 | Against |
| World Funds Trust | 0 | 91,945 | 0 | 0 | Against |
| ProShares | 83,507 | 0 | 0 | 0 | For |
| TIAA | 82,850 | 0 | 0 | 0 | For |
| Jackson National | 8,460 | 73,561 | 0 | 0 | Against |
| Columbia Threadneedle | 76,686 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 64,171 | 0 | 0 | 0 | For |
| Lincoln Financial | 34,607 | 26,281 | 0 | 0 | For |
| Northern Trust | 57,720 | 0 | 0 | 0 | For |
| Calvert | 0 | 57,713 | 0 | 0 | Against |
| ADVISORS' INNER CIRCLE FUND | 0 | 53,090 | 0 | 0 | Against |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Otter Tail Corporation’s own tally for this item (“Elect Director: Jeanne H. Crain”): 28,073,952 for, 325,613 withheld, per its Form 8-K filed 2026-04-15 (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 41,953,525 outstanding shares: 67% for, 0.8% withheld (68% of the company cast a for/withheld vote).
The 90 asset managers below cast 100% of the shares they voted on this item FOR (15,379,640 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,837,580 | 0 | 4 | 0 | For |
| BlackRock | 4,324,218 | 0 | 0 | 0 | For |
| Fidelity | 935,362 | 0 | 0 | 0 | For |
| First Trust | 870,521 | 0 | 0 | 0 | For |
| State Street | 520,239 | 0 | 0 | 0 | For |
| Charles Schwab | 501,536 | 0 | 0 | 0 | For |
| Gabelli | 469,100 | 0 | 0 | 0 | For |
| Dimensional | 329,960 | 0 | 0 | 0 | For |
| JPMorgan | 205,185 | 0 | 0 | 0 | For |
| Invesco | 188,298 | 0 | 0 | 0 | For |
| Goldman Sachs | 165,229 | 0 | 0 | 0 | For |
| Federated Hermes | 129,964 | 0 | 0 | 0 | For |
| Victory Capital | 128,022 | 0 | 0 | 0 | For |
| WisdomTree | 116,247 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 91,951 | 0 | 0 | 0 | For |
| World Funds Trust | 91,945 | 0 | 0 | 0 | For |
| ProShares | 83,507 | 0 | 0 | 0 | For |
| Equitable | 57,116 | 0 | 26,293 | 0 | For |
| TIAA | 82,850 | 0 | 0 | 0 | For |
| Jackson National | 82,021 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 76,686 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 64,171 | 0 | 0 | 0 | For |
| Lincoln Financial | 60,888 | 0 | 0 | 0 | For |
| Northern Trust | 57,720 | 0 | 0 | 0 | For |
| Calvert | 57,713 | 0 | 0 | 0 | For |
Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Otter Tail Corporation’s own tally for this item (“Elect Director: John D. Erickson”): 28,002,930 for, 396,635 withheld, per its Form 8-K filed 2026-04-15 (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 41,953,525 outstanding shares: 67% for, 1.0% withheld (68% of the company cast a for/withheld vote).
The 90 asset managers below cast 100% of the shares they voted on this item FOR (15,379,617 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,837,578 | 0 | 6 | 0 | For |
| BlackRock | 4,324,218 | 0 | 0 | 0 | For |
| Fidelity | 935,362 | 0 | 0 | 0 | For |
| First Trust | 870,521 | 0 | 0 | 0 | For |
| State Street | 520,217 | 0 | 22 | 0 | For |
| Charles Schwab | 501,536 | 0 | 0 | 0 | For |
| Gabelli | 469,100 | 0 | 0 | 0 | For |
| Dimensional | 329,960 | 0 | 0 | 0 | For |
| JPMorgan | 205,185 | 0 | 0 | 0 | For |
| Invesco | 188,298 | 0 | 0 | 0 | For |
| Goldman Sachs | 165,229 | 0 | 0 | 0 | For |
| Federated Hermes | 129,964 | 0 | 0 | 0 | For |
| Victory Capital | 128,022 | 0 | 0 | 0 | For |
| WisdomTree | 116,247 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 91,951 | 0 | 0 | 0 | For |
| World Funds Trust | 91,945 | 0 | 0 | 0 | For |
| ProShares | 83,507 | 0 | 0 | 0 | For |
| Equitable | 57,116 | 0 | 26,293 | 0 | For |
| TIAA | 82,850 | 0 | 0 | 0 | For |
| Jackson National | 82,021 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 76,686 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 64,171 | 0 | 0 | 0 | For |
| Lincoln Financial | 60,888 | 0 | 0 | 0 | For |
| Northern Trust | 57,720 | 0 | 0 | 0 | For |
| Calvert | 57,713 | 0 | 0 | 0 | For |
Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.
Combines 6 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Otter Tail Corporation’s own tally for this item (“Elect Director: Nathan I. Partain”): 27,351,500 for, 1,048,065 withheld, per its Form 8-K filed 2026-04-15 (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 41,953,525 outstanding shares: 65% for, 2% withheld (68% of the company cast a for/withheld vote).
The 90 asset managers below cast 100% of the shares they voted on this item FOR (15,236,494 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,831,096 | 0 | 6,488 | 0 | For |
| BlackRock | 4,324,218 | 0 | 0 | 0 | For |
| Fidelity | 935,362 | 0 | 0 | 0 | For |
| First Trust | 870,521 | 0 | 0 | 0 | For |
| State Street | 520,217 | 0 | 22 | 0 | For |
| Charles Schwab | 501,536 | 0 | 0 | 0 | For |
| Gabelli | 469,100 | 0 | 0 | 0 | For |
| Dimensional | 329,960 | 0 | 0 | 0 | For |
| JPMorgan | 205,185 | 0 | 0 | 0 | For |
| Invesco | 188,298 | 0 | 0 | 0 | For |
| Goldman Sachs | 165,229 | 0 | 0 | 0 | For |
| Federated Hermes | 129,964 | 0 | 0 | 0 | For |
| Victory Capital | 128,022 | 0 | 0 | 0 | For |
| WisdomTree | 116,247 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 91,951 | 0 | 0 | 0 | For |
| World Funds Trust | 91,945 | 0 | 0 | 0 | For |
| ProShares | 83,507 | 0 | 0 | 0 | For |
| Equitable | 57,116 | 0 | 26,293 | 0 | For |
| TIAA | 82,850 | 0 | 0 | 0 | For |
| Jackson National | 82,021 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 76,686 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 64,171 | 0 | 0 | 0 | For |
| Lincoln Financial | 60,888 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 57,720 | 0 | Abstain |
| Calvert | 0 | 0 | 57,713 | 0 | Abstain |
Showing the 25 largest of 90 asset managers. See all 90 in the interactive database.
100% fund support · no official result
The 8 asset managers below cast 100% of the shares they voted on this item FOR (229,041 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 205,185 | 0 | 0 | 0 | For |
| Empower | 4,600 | 0 | 0 | 0 | Not Voted |
| APG Asset Management US Inc. | 11,270 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 4,231 | 0 | 0 | 0 | For |
| Cornerstone Investment Partners, LLC | 1,739 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 1,300 | 0 | 0 | 0 | For |
| ADVISORY RESEARCH INC | 604 | 0 | 0 | 0 | For |
| Wilshire Advisors LLC | 112 | 0 | 0 | 0 | For |
100% fund support · no official result
The 4 asset managers below cast 100% of the shares they voted on this item FOR (11,044 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| EAGLE GLOBAL ADVISORS LLC | 10,670 | 0 | 0 | 0 | For |
| Inlet Private Wealth, LLC | 350 | 0 | 0 | 0 | For |
| Ballew Advisors, Inc | 20 | 0 | 0 | 0 | For |
| MQS Management LLC | 4 | 0 | 0 | 0 | For |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (225,785 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Equitable | 224,500 | 0 | 0 | 0 | For |
| HUSSMAN INVESTMENT TRUST | 1,000 | 0 | 0 | 0 | For |
| Jackson Creek Investment Advisors LLC | 285 | 0 | 0 | 0 | For |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (211,085 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 205,185 | 0 | 0 | 0 | For |
| Empower | 4,600 | 0 | 0 | 0 | Not Voted |
| CLEARWATER INVESTMENT TRUST | 1,300 | 0 | 0 | 0 | For |
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (22 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Ballew Advisors, Inc | 20 | 0 | 0 | 0 | For |
| Members Trust Co | 2 | 0 | 0 | 0 | For |
Ranked by the number of Otter Tail Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 41,953,525 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 12.30% |
| 2 | BlackRock | 11.92% |
| 3 | State Street | 2.87% |
| 4 | Charles Schwab | 2.47% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.43% |
| 6 | Fidelity | 2.24% |
| 7 | First Trust | 2.13% |
| 8 | Gabelli | 1.75% |
| 9 | Dimensional | 0.94% |
| 10 | LSV ASSET MANAGEMENT | 0.74% |
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 | 15.31% | 13F |
| Vanguard Group | 12.06% | 13F |
| Vanguard Portfolio Management | 7.06% | 13G |
| State Street | 3.74% | 13F |
| Dimensional Fund Advisors | 1.94% | 13F |
| Two Sigma | 1.58% | 13F |
| Morgan Stanley | 1.34% | 13F |
| Charles Schwab | 1.25% | 13F |
| Goldman Sachs | 1.16% | 13F |
| Northern Trust | 1.03% | 13F |
Percentages above are of 41,953,525 shares outstanding, as reported by Otter Tail Corporation on its Form 10-K dated 2026-02-12 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Corporation’s 10-K dated 2026-02-12. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Otter Tail Corporation's shareholder meeting held 2026-04-13, in the 2025-2026 proxy season, 380 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,478 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Otter Tail Corporation'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 99.0% 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 Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).