Sigma Planning Corp

Position in OKLO — Oklo Inc.

CIK 1449126 ANN ARBOR, MI

Position in OKLO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$627,489

+$192,089 QoQ

Shares Held

11,991

+36.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#251

of 665 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sigma Planning Corp holds $3,581,209 across 4 Utilities - Independent Power Producers names. OKLO ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	8,181	$2,031,914
2	OKLO	Oklo Inc. This page	11,991	$627,489
3	VST	Vistra Corp.	3,878	$615,167
4	TLN	Talen Energy Corp	798	$306,639

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,489	11,991	+36.6%	Shares	Sole	2026-08-07
2026-03-31	$435,400	8,780	+22.4%	Shares	Sole	2026-05-04
2025-12-31	$514,878	7,175	+57.2%	Shares	Sole	2026-01-30
2025-09-30	$509,479	4,564	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.