Position in OKLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$254,847
-$38,477 QoQ
Shares Held
4,870
-17.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#388
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, 2026TCFG Investment Advisors, LLC holds $885,909 across 3 Utilities - Independent Power Producers names. OKLO ranks #2 (28.8% of the industry book) .
All Filings in OKLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,847 | 4,870 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $293,324 | 5,915 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||