OneDigital Investment Advisors LLC

Position in OKLO — Oklo Inc.

CIK 1690370 OVERLAND PARK, KS

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,200,554

+$119,939 QoQ

Shares Held

22,942

+5.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#188

of 665 holders

Holding Since

Mar 2025

6 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, 2026

OneDigital Investment Advisors LLC holds $4,079,886 across 4 Utilities - Independent Power Producers names. OKLO ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	7,978	$1,981,495
2	OKLO	Oklo Inc. This page	22,942	$1,200,554
3	VST	Vistra Corp.	4,114	$652,603
4	NRG	Nrg Energy, Inc.	1,679	$245,234

All Filings in OKLO

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,554	22,942	+5.3%	Shares	Sole	2026-08-07
2026-03-31	$1,080,615	21,791	+36.2%	Shares	Sole	2026-05-08
2025-12-31	$1,148,518	16,005	+2.5%	Shares	Sole	2026-02-13
2025-09-30	$1,742,655	15,611	-3.1%	Shares	Sole	2025-11-10
2025-06-30	$902,222	16,114	+52.0%	Shares	Sole	2025-08-07
2025-03-31	$229,299	10,601	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.