Position in OKLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,163,062
-$961,438 QoQ
Shares Held
104,115
+22.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 97.19636939922202.ToString("F0")%
Shared 0.ToString("F0")%
None 2.803630600777986.ToString("F0")%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $70,679,653 across 8 Utilities - Independent Power Producers names. OKLO ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
146,820 | $40,999,484 | |
| 2 | VST |
Vistra Corp.
|
103,184 | $15,511,649 | |
| 3 | NRG |
Nrg Energy, Inc.
|
55,576 | $8,121,876 | |
| 4 | OKLO |
Oklo Inc.
This page
|
104,115 | $5,163,062 | |
| 5 | TLN |
Talen Energy Corp
|
2,664 | $850,428 | |
| 6 | TAC |
Transalta Corp
|
1,718 | $22,505 | |
| 7 | KEN |
Kenon Holdings Ltd.
|
70 | $5,765 | |
| 8 | HNRG |
Hallador Energy Co
|
300 | $4,884 |
All Filings in OKLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,163,062 | 104,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,124,500 | 85,347 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,763,978 | 69,551 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,091,487 | 55,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $732,608 | 33,870 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $131,477 | 6,193 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||