Position in OKLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$795,625
+$105,581 QoQ
Shares Held
15,204
+9.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#224
of 665 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,383,223 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (9.5% of the industry book) .
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,625 | 15,204 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $690,044 | 13,915 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $975,648 | 13,596 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,913,896 | 17,145 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,182,116 | 21,113 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $422,347 | 19,526 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||