Position in OKLO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,394,750
-$1,274,912 QoQ
Shares Held
48,291
-5.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.018637013108032553.ToString("F0")%
Shared 0.ToString("F0")%
None 99.98136298689197.ToString("F0")%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Creative Planning holds $73,320,874 across 7 Utilities - Independent Power Producers names. OKLO ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
110,950 | $30,982,787 | |
| 2 | NRG |
Nrg Energy, Inc.
|
156,484 | $22,868,571 | |
| 3 | VST |
Vistra Corp.
|
98,563 | $14,816,975 | |
| 4 | OKLO |
Oklo Inc.
This page
|
48,291 | $2,394,750 | |
| 5 | TLN |
Talen Energy Corp
|
3,263 | $1,041,647 | |
| 6 | TAC |
Transalta Corp
|
49,225 | $644,847 | |
| 7 | HNRG |
Hallador Energy Co
|
35,092 | $571,297 |
All Filings in OKLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||