Position in OKLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,671,053
+$294,039 QoQ
Shares Held
31,933
+15.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 665 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Derivatives in OKLO
reported options exposure · as of Jun 30, 2026CallValue
$204,087
CallShares
3,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $44,441,469 across 5 Utilities - Independent Power Producers names. OKLO ranks #5 (3.8% of the industry book) .
All Filings in OKLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,087 | 3,900 | Call | Defined | 2026-07-28 | |
| 2026-06-30 | $1,671,053 | 31,933 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,377,014 | 27,768 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,229,893 | 17,139 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,890,212 | 25,891 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $719,470 | 12,850 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $261,831 | 12,105 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $226,630 | 10,675 | Shares | Defined | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||