D.A. DAVIDSON & CO.

Position in OKLO — Oklo Inc.

CIK 1080107 GREAT FALLS, MT

Position in OKLO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$465,632

+$110,915 QoQ

Shares Held

8,898

+24.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#304

of 665 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $11,653,622 across 4 Utilities - Independent Power Producers names. OKLO ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	19,961	$4,957,713
2	VST	Vistra Corp.	29,167	$4,626,761
3	TLN	Talen Energy Corp	4,173	$1,603,516
4	OKLO	Oklo Inc. This page	8,898	$465,632

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,632	8,898	+24.4%	Shares	Sole	2026-07-24
2026-03-31	$354,717	7,153	+11.7%	Shares	Sole	2026-05-05
2025-12-31	$459,694	6,406	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.