Position in OKLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,916,354
+$6,437,724 QoQ
Shares Held
629,015
+17.8% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#23
of 665 holders
Holding Since
Sep 2024
8 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, 2026LPL Financial LLC holds $305,007,207 across 9 Utilities - Independent Power Producers names. OKLO ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
409,585 | $101,728,626 | |
| 2 | VST |
Vistra Corp.
|
470,303 | $74,604,164 | |
| 3 | NRG |
Nrg Energy, Inc.
|
349,287 | $51,016,859 | |
| 4 | TLN |
Talen Energy Corp
|
100,842 | $38,749,546 | |
| 5 | OKLO |
Oklo Inc.
This page
|
629,015 | $32,916,354 | |
| 6 | KEN |
Kenon Holdings Ltd.
|
61,167 | $4,089,625 | |
| 7 | DGXX |
Digi Power X Inc.
|
270,197 | $1,472,573 | |
| 8 | TAC |
Transalta Corp
|
16,194 | $223,963 |
All Filings in OKLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,916,354 | 629,015 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,478,630 | 533,951 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,995,892 | 501,615 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $54,421,745 | 487,519 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,687,913 | 476,655 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,737,162 | 265,241 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,761,683 | 130,084 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $152,965 | 18,908 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||