Cassaday & Co Wealth Management LLC

Position in OKLO — Oklo Inc.

CIK 1963612 MCLEAN, VA

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$121,510

+$4,131 QoQ

Shares Held

2,322

-1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#447

of 665 holders

Holding Since

Sep 2025

3 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, 2026

Cassaday & Co Wealth Management LLC holds $1,961,333 across 5 Utilities - Independent Power Producers names. OKLO ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp	3,200	$1,229,632
2	CEG	Constellation Energy Corp	2,264	$562,309
3	OKLO	Oklo Inc. This page	2,322	$121,510
4	NRG	Nrg Energy, Inc.	229	$33,447
5	VST	Vistra Corp.	91	$14,435

All Filings in OKLO

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$121,510	2,322	-1.9%	Shares	Sole	2026-08-10
2026-03-31	$117,379	2,367	+4.4%	Shares	Sole	2026-05-07
2025-09-30	$253,065	2,267	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.