Planning Strategies Inc.

Position in OKLO — Oklo Inc.

CIK 2139665 LANCASTER, PA

Position in OKLO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$15,699

New position

Shares Held

300

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#537

of 665 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Planning Strategies Inc. holds $55,533 across 4 Utilities - Independent Power Producers names. OKLO ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	138	$34,275
2	OKLO	Oklo Inc. This page	300	$15,699
3	VST	Vistra Corp.	24	$3,807
4	NRG	Nrg Energy, Inc.	12	$1,752

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,699	300	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.