Position in OKLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,616
+$137 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#608
of 665 holders
Holding Since
Sep 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, 2026Center for Financial Planning, Inc. holds $181,939 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
722 | $179,323 | |
| 2 | OKLO |
Oklo Inc.
This page
|
50 | $2,616 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,616 | 50 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,479 | 50 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,588 | 50 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,581 | 50 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||