Position in OKLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$412,831
+$17,599 QoQ
Shares Held
7,889
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#325
of 665 holders
Holding Since
Sep 2025
4 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, 2026Legacy Advisors, LLC holds $668,383 across 2 Utilities - Independent Power Producers names. OKLO ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
7,889 | $412,831 | |
| 2 | VST |
Vistra Corp.
|
1,611 | $255,552 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,831 | 7,889 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $395,232 | 7,970 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $574,295 | 8,003 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $893,374 | 8,003 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||