Position in OKLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$422,721
-$51,309 QoQ
Shares Held
8,078
-15.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#321
of 665 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,975,799 across 3 Utilities - Independent Power Producers names. OKLO ranks #2 (14.2% of the industry book) .
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,721 | 8,078 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $474,030 | 9,559 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $638,807 | 8,902 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $889,244 | 7,966 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $354,024 | 6,323 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||