Position in OKLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,164,473
+$384,490 QoQ
Shares Held
41,362
+15.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 665 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026NewEdge Advisors, LLC holds $40,099,019 across 6 Utilities - Independent Power Producers names. OKLO ranks #5 (5.4% of the industry book) .
All Filings in OKLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,164,473 | 41,362 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,779,983 | 35,894 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,642,729 | 22,892 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,555,322 | 22,891 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $931,449 | 16,636 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $338,985 | 15,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $125,257 | 5,900 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||