Position in OKLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$239,671
+$3,425 QoQ
Shares Held
4,580
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#397
of 665 holders
Holding Since
Mar 2026
2 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, 2026WealthPlan Investment Management, LLC holds $672,579 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,743 | $432,908 | |
| 2 | OKLO |
Oklo Inc.
This page
|
4,580 | $239,671 |
All Filings in OKLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,671 | 4,580 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $236,246 | 4,764 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||