Position in OKLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$590,334
+$388,057 QoQ
Shares Held
11,281
+176.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#259
of 665 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Focused Wealth Management, Inc holds $3,540,224 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
11,877 | $2,949,890 | |
| 2 | OKLO |
Oklo Inc.
This page
|
11,281 | $590,334 |
All Filings in OKLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,334 | 11,281 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $202,277 | 4,079 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||