Position in OKLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$373,793
+$41,441 QoQ
Shares Held
7,143
+6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#341
of 665 holders
Holding Since
Mar 2025
6 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, 2026IFP Advisors, Inc holds $15,132,483 across 6 Utilities - Independent Power Producers names. OKLO ranks #3 (2.5% of the industry book) .
All Filings in OKLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,793 | 7,143 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $332,352 | 6,702 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $465,291 | 6,484 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $630,932 | 5,652 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $157,499 | 2,813 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $49,402 | 2,284 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||