AE Wealth Management LLC

Position in OKLO — Oklo Inc.

CIK 1697723 TOPEKA, KS

Position in OKLO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,998,361

+$716,918 QoQ

Shares Held

38,188

+47.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#144

of 665 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AE Wealth Management LLC holds $18,044,346 across 5 Utilities - Independent Power Producers names. OKLO ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	37,269	$9,256,467
2	VST	Vistra Corp.	34,068	$5,404,187
3	OKLO	Oklo Inc. This page	38,188	$1,998,361
4	NRG	Nrg Energy, Inc.	7,467	$1,090,616
5	TLN	Talen Energy Corp	767	$294,715

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,998,361	38,188	+47.8%	Shares	Other	2026-08-03
2026-03-31	$1,281,443	25,841	-26.4%	Shares	Other	2026-05-13
2025-12-31	$2,520,276	35,121	-60.7%	Shares	Other	2026-01-26
2025-09-30	$9,971,461	89,326	+8.5%	Shares	Sole	2025-11-03
2025-06-30	$4,609,712	82,331	+18.6%	Shares	Sole	2025-08-06
2025-03-31	$1,501,100	69,399	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.