Position in OKLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$25,903
+$19,705 QoQ
Shares Held
495
+296.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 665 holders
Holding Since
Jun 2025
5 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, 2026TFC Financial Management, Inc. holds $33,598 across 4 Utilities - Independent Power Producers names. OKLO ranks #1 (77.1% of the industry book) .
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,903 | 495 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,198 | 125 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,558 | 175 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,535 | 175 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,638 | 190 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||