Position in OKLO
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$489,106
-$151,136 QoQ
Shares Held
9,863
+10.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $5,609,242 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (8.7% of the industry book) .
All Filings in OKLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489,106 | 9,863 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $640,242 | 8,922 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,006,567 | 9,017 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $511,692 | 9,139 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||