Position in OKLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$272,796
-$14,746 QoQ
Shares Held
5,213
+30.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 665 holders
Holding Since
Jun 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, 2026Global Retirement Partners, LLC holds $8,918,146 across 7 Utilities - Independent Power Producers names. OKLO ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
19,609 | $4,870,287 | |
| 2 | NRG |
Nrg Energy, Inc.
|
9,948 | $1,453,004 | |
| 3 | TLN |
Talen Energy Corp
|
3,158 | $1,213,493 | |
| 4 | VST |
Vistra Corp.
|
6,976 | $1,106,602 | |
| 5 | OKLO |
Oklo Inc.
This page
|
5,213 | $272,796 | |
| 6 | HNRG |
Hallador Energy Co
|
66 | $1,147 | |
| 7 | DGXX |
Digi Power X Inc.
|
150 | $817 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,796 | 5,213 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $287,542 | 4,007 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $400,640 | 3,589 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $148,933 | 2,660 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||