Position in OKLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$439,624
+$17,663 QoQ
Shares Held
8,401
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#317
of 665 holders
Holding Since
Dec 2024
7 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, 2026PFG Investments, LLC holds $4,358,964 across 5 Utilities - Independent Power Producers names. OKLO ranks #4 (10.1% of the industry book) .
All Filings in OKLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,624 | 8,401 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $421,961 | 8,509 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $345,309 | 4,812 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,660,180 | 59,663 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,984,994 | 53,313 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $888,841 | 41,093 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $970,529 | 45,715 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||