Total Wealth Planning & Management, Inc.
Position in OKLO — Oklo Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in OKLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$257,358
-$114,000 QoQ
Shares Held
4,918
-5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#386
of 669 holders
Holding Since
Jun 2025
3 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, 2026Total Wealth Planning & Management, Inc. holds $1,709,194 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRG |
Nrg Energy, Inc.
|
9,940 | $1,451,836 | |
| 2 | OKLO |
Oklo Inc.
This page
|
4,918 | $257,358 |
All Filings in OKLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,358 | 4,918 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $371,358 | 5,175 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $427,539 | 7,636 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||