Summit Financial, LLC

Position in OKLO — Oklo Inc.

CIK 1765536 PARSIPPANY, NJ

Position in OKLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$623,093

+$185,115 QoQ

Shares Held

11,907

+34.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#252

of 665 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $6,729,886 across 5 Utilities - Independent Power Producers names. OKLO ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	18,828	$4,676,310
2	VST	Vistra Corp.	5,100	$809,013
3	OKLO	Oklo Inc. This page	11,907	$623,093
4	NRG	Nrg Energy, Inc.	2,608	$380,924
5	TLN	Talen Energy Corp	626	$240,546

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,093	11,907	+34.8%	Shares	Sole	2026-08-12
2026-03-31	$437,978	8,832	+5.0%	Shares	Sole	2026-05-15
2025-12-31	$603,645	8,412	-10.6%	Shares	Sole	2026-02-13
2025-09-30	$1,050,215	9,408	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.