Position in OKLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,219,969
+$150,065 QoQ
Shares Held
23,313
+8.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#186
of 665 holders
Holding Since
Dec 2024
7 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, 2026Sowell Financial Services LLC holds $5,026,012 across 5 Utilities - Independent Power Producers names. OKLO ranks #2 (24.3% 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 | $1,219,969 | 23,313 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,069,904 | 21,575 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,529,564 | 21,315 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,923,924 | 26,193 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,299,919 | 23,217 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $330,398 | 15,275 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $307,686 | 14,493 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||