Position in OKLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$872,445
-$333,840 QoQ
Shares Held
16,672
-0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#219
of 665 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,022,149 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
4,629 | $1,149,704 | |
| 2 | OKLO |
Oklo Inc.
This page
|
16,672 | $872,445 |
All Filings in OKLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,445 | 16,672 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,206,285 | 16,810 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,876,500 | 16,810 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,165,151 | 20,810 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||