Position in OKLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,830
+$17,277 QoQ
Shares Held
551
+136.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#499
of 665 holders
Holding Since
Dec 2024
7 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, 2026EverSource Wealth Advisors, LLC holds $3,717,618 across 7 Utilities - Independent Power Producers names. OKLO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
9,756 | $2,423,092 | |
| 2 | VST |
Vistra Corp.
|
3,922 | $622,142 | |
| 3 | NRG |
Nrg Energy, Inc.
|
3,082 | $450,151 | |
| 4 | TLN |
Talen Energy Corp
|
418 | $160,617 | |
| 5 | TAC |
Transalta Corp
|
2,338 | $32,334 | |
| 6 | OKLO |
Oklo Inc.
This page
|
551 | $28,830 | |
| 7 | HNRG |
Hallador Energy Co
|
26 | $452 |
All Filings in OKLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,830 | 551 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,553 | 233 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $42,624 | 594 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $58,158 | 521 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,671 | 655 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,059 | 49 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $551 | 26 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||