Position in OKLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$201,941
-$72,828 QoQ
Shares Held
3,859
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#430
of 665 holders
Holding Since
Sep 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, 2026PDS Planning, Inc holds $926,681 across 3 Utilities - Independent Power Producers names. OKLO ranks #3 (21.8% of the industry book) .
All Filings in OKLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,941 | 3,859 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $274,769 | 3,829 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $389,811 | 3,492 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||