Position in OKLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$200,005
-$371,094 QoQ
Shares Held
3,822
-25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
of 669 holders
Holding Since
Jun 2025
3 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, 2026Essex Financial Services, Inc. holds $992,453 across 3 Utilities - Independent Power Producers names. OKLO ranks #3 (20.2% of the industry book) .
All Filings in OKLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,005 | 3,822 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $571,099 | 5,116 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $336,387 | 6,008 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||