Pinnacle Wealth Planning Services, Inc.

Position in OKLO — Oklo Inc.

CIK 1726752 MANSFIELD, OH

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$15,699

-$41,428 QoQ

Shares Held

300

-74.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#536

of 665 holders

Holding Since

Dec 2025

3 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, 2026

Pinnacle Wealth Planning Services, Inc. holds $778,418 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	2,403	$596,833
2	VST	Vistra Corp.	578	$91,688
3	NRG	Nrg Energy, Inc.	508	$74,198
4	OKLO	Oklo Inc. This page	300	$15,699

All Filings in OKLO

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,699	300	-74.0%	Shares	Sole	2026-08-07
2026-03-31	$57,127	1,152	-20.2%	Shares	Sole	2026-05-11
2025-12-31	$103,621	1,444	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.