Position in OKLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$523,300
+$27,400 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#284
of 665 holders
Holding Since
Sep 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 Jun 30, 2026Navis Wealth Advisors, LLC holds $1,107,540 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
|
4,000 | $584,240 | |
| 2 | OKLO |
Oklo Inc.
This page
|
10,000 | $523,300 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,300 | 10,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $495,900 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $753,480 | 10,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,172,115 | 10,500 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||