Position in OKLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$472,906
+$216,625 QoQ
Shares Held
9,037
+74.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#301
of 665 holders
Holding Since
Dec 2024
7 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, 2026Palumbo Wealth Management LLC holds $703,236 across 2 Utilities - Independent Power Producers names. OKLO ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
9,037 | $472,906 | |
| 2 | VST |
Vistra Corp.
|
1,452 | $230,330 |
All Filings in OKLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,906 | 9,037 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $256,281 | 5,168 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $474,118 | 6,607 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $434,463 | 3,892 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $683,637 | 12,210 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $263,020 | 12,160 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $219,645 | 10,346 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||