Rockefeller Capital Management’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$73K Sell
811
-555
-41% -$49K ﹤0.01% 3159
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

Rockefeller Capital Management's OTTR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Otter Tail (OTTR) stake by 41% in Q2 2026, selling an estimated $49K and leaving 811 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Rockefeller Capital Management first reported a position in OTTR in Q2 2022 and has held it in 5 quarters since. The position peaked at $120K in Q1 2026. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Rockefeller Capital Management held 811 shares of Otter Tail worth $73K as of Q2 2026.
  • Rockefeller Capital Management sold 555 Otter Tail shares in Q2 2026, an estimated $49K.
  • Otter Tail made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3159 holding.
  • Rockefeller Capital Management first reported a position in Otter Tail in Q2 2022 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Otter Tail position peaked at $120K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.