Position in OKLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,834
+$15,432 QoQ
Shares Held
4,564
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 665 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Jun 30, 2026CallValue
$10,466
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026MAI Capital Management holds $9,783,605 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (2.4% of the industry book) .
All Filings in OKLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,834 | 4,564 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $10,466 | 200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $4,959 | 100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $223,402 | 4,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,176 | 100 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $208,462 | 2,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $367,820 | 3,295 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $11,163 | 100 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $44,903 | 802 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,709 | 865 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,615 | 500 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||