Position in OKLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,951,752
+$146,379 QoQ
Shares Held
37,297
+2.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#146
of 665 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $11,597,686 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (16.8% of the industry book) .
All Filings in OKLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,951,752 | 37,297 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,805,373 | 36,406 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,048,676 | 28,549 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,399,691 | 30,455 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,071,424 | 19,136 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||