Position in OKLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$47,777
+$6,072 QoQ
Shares Held
913
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#483
of 665 holders
Holding Since
Dec 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, 2026Vision Retirement, LLC holds $356,997 across 2 Utilities - Independent Power Producers names. OKLO ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
1,245 | $309,220 | |
| 2 | OKLO |
Oklo Inc.
This page
|
913 | $47,777 |
All Filings in OKLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,777 | 913 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $41,705 | 841 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $60,350 | 841 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||