Position in OKLO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$245,951
+$12,878 QoQ
Shares Held
4,700
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#392
of 665 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Herold Advisors, Inc. holds $860,007 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
3,871 | $614,056 | |
| 2 | OKLO |
Oklo Inc.
This page
|
4,700 | $245,951 |
All Filings in OKLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,951 | 4,700 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $233,073 | 4,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $337,272 | 4,700 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $524,661 | 4,700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $263,153 | 4,700 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||