Position in OKLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,514,350
+$119,600 QoQ
Shares Held
48,048
-0.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 669 holders
Holding Since
Mar 2025
6 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, 2026Creative Planning holds $74,191,496 across 7 Utilities - Independent Power Producers names. OKLO ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
108,083 | $26,844,574 | |
| 2 | NRG |
Nrg Energy, Inc.
|
163,596 | $23,894,831 | |
| 3 | VST |
Vistra Corp.
|
113,348 | $17,980,393 | |
| 4 | OKLO |
Oklo Inc.
This page
|
48,048 | $2,514,350 | |
| 5 | TLN |
Talen Energy Corp
|
4,104 | $1,577,002 | |
| 6 | TAC |
Transalta Corp
|
56,635 | $783,261 | |
| 7 | HNRG |
Hallador Energy Co
|
34,335 | $597,085 |
All Filings in OKLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,514,350 | 48,048 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,394,750 | 48,291 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,669,662 | 51,138 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,071,052 | 27,511 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,082,006 | 72,906 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $214,418 | 9,913 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||