Position in OKLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,618,723
-$750,191 QoQ
Shares Held
30,933
-35.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 665 holders
Holding Since
Jun 2024
9 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, 2026Kestra Advisory Services, LLC holds $44,551,582 across 6 Utilities - Independent Power Producers names. OKLO ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
74,553 | $18,516,728 | |
| 2 | VST |
Vistra Corp.
|
53,678 | $8,514,941 | |
| 3 | TLN |
Talen Energy Corp
|
17,062 | $6,556,244 | |
| 4 | NRG |
Nrg Energy, Inc.
|
32,414 | $4,734,388 | |
| 5 | HNRG |
Hallador Energy Co
|
265,127 | $4,610,558 | |
| 6 | OKLO |
Oklo Inc.
This page
|
30,933 | $1,618,723 |
All Filings in OKLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,723 | 30,933 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,368,914 | 47,770 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,991,602 | 41,689 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,631,751 | 41,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,187,734 | 56,934 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,003,437 | 46,391 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,629,420 | 123,854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,160,898 | 143,498 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $569,929 | 67,288 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||