Position in OKLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,496,534
+$2,390,337 QoQ
Shares Held
181,474
+26.6% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 665 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$35,880
PutShares
500
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, 2026Cetera Investment Advisers holds $106,802,871 across 6 Utilities - Independent Power Producers names. OKLO ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
161,859 | $40,200,919 | |
| 2 | VST |
Vistra Corp.
|
215,242 | $34,143,838 | |
| 3 | NRG |
Nrg Energy, Inc.
|
122,636 | $17,912,214 | |
| 4 | OKLO |
Oklo Inc.
This page
|
181,474 | $9,496,534 | |
| 5 | TLN |
Talen Energy Corp
|
12,449 | $4,783,652 | |
| 6 | DGXX |
Digi Power X Inc.
|
48,755 | $265,714 |
All Filings in OKLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,496,534 | 181,474 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,106,197 | 143,299 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,227,116 | 128,583 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $35,880 | 500 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $13,074,217 | 117,121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,260,913 | 111,822 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,146,496 | 99,237 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,223,272 | 57,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $121,406 | 15,007 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||