Position in OKLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,564
+$928 QoQ
Shares Held
49
+48.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
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, 2026Physician Wealth Advisors, Inc. holds $59,461 across 9 Utilities - Independent Power Producers names. OKLO ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
173 | $27,442 | |
| 2 | CEG |
Constellation Energy Corp
|
72 | $17,882 | |
| 3 | TLN |
Talen Energy Corp
|
16 | $6,148 | |
| 4 | OKLO |
Oklo Inc.
This page
|
49 | $2,564 | |
| 5 | NRG |
Nrg Energy, Inc.
|
17 | $2,483 | |
| 6 | HNRG |
Hallador Energy Co
|
68 | $1,182 | |
| 7 | KEN |
Kenon Holdings Ltd.
|
16 | $1,069 | |
| 8 | TAC |
Transalta Corp
|
39 | $539 |
All Filings in OKLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,564 | 49 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,636 | 33 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,583 | 36 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,134 | 46 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,063 | 19 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $800 | 37 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||