Position in OKLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,548
+$1,729 QoQ
Shares Held
450
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#515
of 665 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $512,456 across 4 Utilities - Independent Power Producers names. OKLO ranks #3 (4.6% of the industry book) .
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,548 | 450 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,819 | 440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,870 | 40 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,465 | 40 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||