Position in OKLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,631,754
+$405,791 QoQ
Shares Held
31,182
+26.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#164
of 665 holders
Holding Since
Sep 2024
8 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, 2026Steward Partners Investment Advisory, LLC holds $62,879,207 across 7 Utilities - Independent Power Producers names. OKLO ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
97,940 | $24,325,357 | |
| 2 | NRG |
Nrg Energy, Inc.
|
149,138 | $21,783,096 | |
| 3 | VST |
Vistra Corp.
|
77,031 | $12,219,427 | |
| 4 | TLN |
Talen Energy Corp
|
7,461 | $2,866,963 | |
| 5 | OKLO |
Oklo Inc.
This page
|
31,182 | $1,631,754 | |
| 6 | DGXX |
Digi Power X Inc.
|
5,605 | $30,547 | |
| 7 | KEN |
Kenon Holdings Ltd.
|
330 | $22,063 |
All Filings in OKLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,754 | 31,182 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,225,963 | 24,722 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $607,448 | 8,465 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,009,023 | 9,039 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $539,463 | 9,635 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $240,374 | 11,113 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $197,969 | 9,325 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,033 | 375 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||