Position in OKLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$216,436
-$101,604 QoQ
Shares Held
4,136
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#420
of 665 holders
Holding Since
Dec 2024
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, 2026Sovereign Financial Group, Inc. holds $216,436 across 1 Utilities - Independent Power Producers name. OKLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
4,136 | $216,436 |
All Filings in OKLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,436 | 4,136 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $318,040 | 4,432 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $740,218 | 6,631 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $373,733 | 6,675 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $461,094 | 21,719 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||