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OKLO

Oklo Inc.

Sector: utilitiesRegulated ElectricNYSEMarket Cap: $9.97B

Oklo is a pre-commercial advanced nuclear reactor developer with minimal current political footprint but significant exposure to federal energy and defense policy.

Govt Dependence
85/100
Regulatory Density
95/100
Lobbying Intensity
5/100
Political Signal
HIGH

BusinessWhat OKLO does

Oklo develops fast reactor technology for distributed power generation, targeting industrial heat, data centers, and remote applications. The company is pre-revenue and dependent on federal R&D funding, DOE partnerships, and eventual NRC licensing approval.

Lifetime Government AwardsOKLO federal contracts

OKLO doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding OKLO

$1.77B
Total OKLO held by tracked 13F funds
28
Funds with OKLO positions
+28
Funds opened this quarter
Citadel Advisors $534M opened 2025-09-30
Citadel Advisors $311M opened 2025-12-31
Citadel Advisors $248M opened 2025-06-30
D.E. Shaw & Co. $170M opened 2025-09-30
D.E. Shaw & Co. $109M opened 2025-12-31
D.E. Shaw & Co. $66M opened 2025-06-30
Tiger Global Management $65M opened 2024-12-31
Citadel Advisors $37M opened 2024-12-31
20 more 13F positions tracked · quarterly delta charts available in member dashboard

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

ADVANCE ActInflation Reduction Act Title IV (nuclear)NRC licensing reformHALEU fuel supply authorization

Political ProfileWhere OKLO sits in Washington

Stock is highly sensitive to DOE funding announcements, NRC licensing milestones, and federal nuclear policy shifts. Bipartisan support for advanced nuclear creates both upside and downside volatility tied to appropriations cycles.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • NRC permitting delays
  • DOE funding appropriations risk
  • advanced reactor licensing uncertainty

Regulatory opportunities

  • DOE advanced reactor cost-share grants
  • HALEU fuel access expansion
  • NRC licensing pathway acceleration
  • defense/national security nuclear funding

Capitol Hill AlliesChampions & critics

Congressional champions

  • Sen. Whitehouse (D-RI)
  • Sen. Braun (R-IN)
  • Rep. Neguse (D-CO)

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for OKLO

Nuclear Energy InstituteAdvanced Reactor Developers Alliance
Member intelligence layer

Live signals + predictions for OKLO — for Founders

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Frequently AskedAbout OKLO & political exposure

Does Oklo Inc. (OKLO) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Oklo Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
What is OKLO political risk profile?
Government dependence: 85/100. Lobbying intensity: 5/100. Political signal: high.
How does GovGreed track OKLO political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. OKLO data is updated daily from these official federal sources.