Spire Wealth Management

Position in OKLO — Oklo Inc.

CIK 1858740 MCLEAN, VA

Position in OKLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$124,807

-$64,378 QoQ

Shares Held

2,385

-37.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#446

of 665 holders

Holding Since

Dec 2024

7 quarters on record

Utilities · as of Jun 30, 2026

Spire Wealth Management holds $3,818,388 across 5 Utilities - Independent Power Producers names. OKLO ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	8,024	$1,992,920
2	NRG	Nrg Energy, Inc.	4,705	$687,211
3	VST	Vistra Corp.	4,291	$680,681
4	TLN	Talen Energy Corp	866	$332,769
5	OKLO	Oklo Inc. This page	2,385	$124,807

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,807	2,385	-37.5%	Shares	Sole	2026-07-15
2026-03-31	$189,185	3,815	+1.5%	Shares	Sole	2026-04-22
2025-12-31	$269,745	3,759	-21.7%	Shares	Sole	2026-01-14
2025-09-30	$536,158	4,803	-7.5%	Shares	Sole	2025-10-23
2025-06-30	$290,756	5,193	+33.3%	Shares	Sole	2025-08-04
2025-03-31	$84,270	3,896	+14.1%	Shares	Sole	2025-04-23
2024-12-31	$72,500	3,415	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.