EVERGREEN CAPITAL MANAGEMENT LLC

Position in OKLO — Oklo Inc.

CIK 1260824 Bellevue, WA

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$695,517

+$34,384 QoQ

Shares Held

13,291

-0.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#236

of 665 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 90% Shared 10% None 0%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $2,437,424 across 5 Utilities - Independent Power Producers names. OKLO ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKLO	Oklo Inc. This page	13,291	$695,517
2	TLN	Talen Energy Corp	1,294	$497,232
3	VST	Vistra Corp.	2,881	$457,013
4	CEG	Constellation Energy Corp	1,797	$446,320
5	NRG	Nrg Energy, Inc.	2,337	$341,342

All Filings in OKLO

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,517	13,291	-0.3%	Shares	Other	2026-07-23
2026-03-31	$661,133	13,332	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$957,206	13,339	-47.4%	Shares	Sole	2026-01-27
2025-09-30	$2,828,257	25,336	+0.0%	Shares	Sole	2025-10-28
2025-06-30	$1,418,337	25,332	+4.7%	Shares	Other	2025-08-14
2025-03-31	$523,121	24,185	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.