Position in OKLO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$293,324
-$1,615,492 QoQ
Shares Held
5,915
-77.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $892,594 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
2,146 | $599,270 | |
| 2 | OKLO |
Oklo Inc.
This page
|
5,915 | $293,324 |
All Filings in OKLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $293,324 | 5,915 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,908,816 | 26,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,525,275 | 31,580 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,562,121 | 27,900 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $331,587 | 15,330 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $450,076 | 21,200 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||