MONETA GROUP INVESTMENT ADVISORS LLC

Position in OKLO — Oklo Inc.

CIK 1120927 ST LOUIS, MO

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,129,961

+$935,172 QoQ

Shares Held

21,593

+449.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#194

of 665 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Derivatives in OKLO

reported options exposure · as of Mar 31, 2026

CallValue

$9,918

CallShares

200

PutValue

PutShares

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, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $6,392,728 across 6 Utilities - Independent Power Producers names. OKLO ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	8,107	$2,013,535
2	TLN	Talen Energy Corp	3,937	$1,512,831
3	VST	Vistra Corp.	8,146	$1,292,199
4	OKLO	Oklo Inc. This page	21,593	$1,129,961
5	NRG	Nrg Energy, Inc.	1,829	$267,143
6	DGXX	Digi Power X Inc.	32,488	$177,059

All Filings in OKLO

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,129,961	21,593	+449.7%	Shares	Sole	2026-08-14
2026-03-31	$194,789	3,928	-15.9%	Shares	Sole	2026-05-12
2026-03-31	$9,918	200	—	Call	Sole	2026-05-12
2025-12-31	$335,262	4,672	+2.3%	Shares	Sole	2026-02-12
2025-09-30	$509,925	4,568	+9.0%	Shares	Sole	2025-11-14
2025-06-30	$234,654	4,191	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.