Rockefeller Capital Management
OTTR icon

Rockefeller Capital Management’s Otter Tail OTTR Stock Holding History

Rockefeller Capital Management’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$120K Buy
1,366
+778
+132% +$67.3K ﹤0.01% 2774
2025
Q4 		$47.6K Sell
588
-41
-7% -$3.32K ﹤0.01% 3095
2025
Q3 		$51.6K Buy
+629
New +$51K ﹤0.01% 2900
2022
Q3 		– Sell
-1
Closed – – 4251
2022
Q2 		$0 Buy
+1
New +$64 ﹤0.01% 4316

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Rockefeller Capital Management's OTTR Position: Q1 2026 in Review

Rockefeller Capital Management increased its Otter Tail (OTTR) stake by 132% in Q1 2026, buying an estimated $67.3K and bringing the position to 1,366 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Rockefeller Capital Management first reported a position in OTTR in Q2 2022 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Rockefeller Capital Management held 1,366 shares of Otter Tail worth $120K as of Q1 2026.
  • Rockefeller Capital Management bought 778 Otter Tail shares in Q1 2026, an estimated $67.3K.
  • Otter Tail made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2774 holding.
  • Rockefeller Capital Management first reported a position in Otter Tail in Q2 2022 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.