WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in OKLO — Oklo Inc.

CIK 1632972 PLYMOUTH, MN

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$934,875

-$95,853 QoQ

Shares Held

17,865

-14.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#213

of 665 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Derivatives in OKLO

reported options exposure · as of Sep 30, 2025

CallValue

$2,120,970

CallShares

19,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $32,134,859 across 5 Utilities - Independent Power Producers names. OKLO ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	80,963	$12,843,160
2	CEG	Constellation Energy Corp	42,485	$10,551,999
3	NRG	Nrg Energy, Inc.	48,082	$7,022,856
4	OKLO	Oklo Inc. This page	17,865	$934,875
5	TLN	Talen Energy Corp	2,035	$781,969

All Filings in OKLO

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$934,875	17,865	-14.0%	Shares	Sole	2026-07-15
2026-03-31	$1,030,728	20,785	-27.3%	Shares	Sole	2026-04-08
2025-12-31	$2,051,833	28,593	-28.0%	Shares	Sole	2026-01-08
2025-09-30	$2,120,970	19,000	—	Call	Sole	2025-10-29
2025-09-30	$4,433,943	39,720	+49.5%	Shares	Sole	2025-10-29
2025-06-30	$1,487,598	26,569	+126.4%	Shares	Sole	2025-07-10
2025-03-31	$253,892	11,738	—	Shares	Sole	2025-04-16
No filing history on record for this holder in this stock.