Position in OKLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,169
-$2,996 QoQ
Shares Held
137
-33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 665 holders
Holding Since
Mar 2025
6 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, 2026HHM Wealth Advisors, LLC holds $16,358 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
37 | $9,189 | |
| 2 | OKLO |
Oklo Inc.
This page
|
137 | $7,169 |
All Filings in OKLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,169 | 137 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,165 | 205 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,831 | 137 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $26,121 | 234 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $13,101 | 234 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,061 | 234 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||