Position in OKLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,552,945
+$1,635,768 QoQ
Shares Held
144,333
+21.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 669 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $71,614,965 across 5 Utilities - Independent Power Producers names. OKLO ranks #3 (10.5% of the industry book) .
All Filings in OKLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,552,945 | 144,333 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,917,177 | 119,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,974,233 | 125,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,925,972 | 115,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,856,274 | 104,595 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,363,917 | 201,753 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $10,720,958 | 504,991 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,994,690 | 741,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||