Position in OKLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$426,384
+$41,417 QoQ
Shares Held
8,148
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#319
of 665 holders
Holding Since
Mar 2024
10 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, 2026Joule Financial, LLC holds $426,384 across 1 Utilities - Independent Power Producers name. OKLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKLO |
Oklo Inc.
This page
|
8,148 | $426,384 |
All Filings in OKLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,384 | 8,148 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $384,967 | 7,763 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $561,952 | 7,831 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $932,110 | 8,350 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $964,595 | 17,228 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $377,356 | 17,446 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,962,925 | 92,460 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,086,187 | 134,263 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $499,501 | 58,973 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $415,037 | 36,343 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||