Bogart Wealth, LLC

Position in OKLO — Oklo Inc.

CIK 1715740 MCLEAN, VA

Position in OKLO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$26,165

+$8,016 QoQ

Shares Held

500

+36.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#503

of 665 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $333,532 across 6 Utilities - Independent Power Producers names. OKLO ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	1,094	$271,716
2	OKLO	Oklo Inc. This page	500	$26,165
3	TLN	Talen Energy Corp	68	$26,129
4	VST	Vistra Corp.	49	$7,772
5	NRG	Nrg Energy, Inc.	10	$1,460
6	TAC	Transalta Corp	21	$290

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,165	500	+36.6%	Shares	Sole	2026-07-24
2026-03-31	$18,149	366	+16.6%	Shares	Sole	2026-04-28
2025-12-31	$22,532	314	+278.3%	Shares	Sole	2026-01-30
2025-09-30	$9,265	83	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.