Xcel Wealth Management’s Oklo OKLO Stock Holding History

Xcel Wealth Management’s Portfolio OKLO Stock Details OKLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,588	Closed	-$959K	–	148
2025 Q3	$959K	Buy	+8,588	New	+$672K	0.25%	71

Other funds holding OKLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Xcel Wealth Management's OKLO Position: Q4 2025 in Review

Xcel Wealth Management sold out of Oklo (OKLO) in Q4 2025, closing a stake of 8,588 shares — an estimated $959K sold.

Xcel Wealth Management first reported a position in OKLO in Q3 2025 and held it in 1 quarter. The position peaked at $959K in Q3 2025. 682 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

Xcel Wealth Management reported no remaining Oklo position as of Q4 2025 after selling out during the quarter.
Xcel Wealth Management sold 8,588 Oklo shares in Q4 2025, an estimated $959K.
Xcel Wealth Management first reported a position in Oklo in Q3 2025 and held it in 1 quarter.
Xcel Wealth Management's Oklo position peaked at $959K in Q3 2025.
682 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

Based on Xcel Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.