UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in OKLO — Oklo Inc.

CIK 1463217 IRVING, TX

Position in OKLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$293,473

-$123,237 QoQ

Shares Held

5,918

+1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,734,436 across 3 Utilities - Independent Power Producers names.

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	20,312	$5,044,891
2	VST	Vistra Corp.	13,165	$2,088,363
3	NRG	Nrg Energy, Inc.	4,116	$601,182

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$293,473	5,918	+1.9%	Shares	Defined	2026-05-15
2025-12-31	$416,710	5,807	+219.6%	Shares	Defined	2026-02-17
2025-09-30	$202,831	1,817	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.