CAPTRUST FINANCIAL ADVISORS

Position in OKLO — Oklo Inc.

CIK 1512024 RALEIGH, NC

Position in OKLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,354,509

+$281,878 QoQ

Shares Held

25,884

+19.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#179

of 669 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Utilities · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $35,354,709 across 5 Utilities - Independent Power Producers names. OKLO ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	110,040	$27,330,634
2	NRG	Nrg Energy, Inc.	22,115	$3,230,116
3	VST	Vistra Corp.	17,586	$2,789,667
4	OKLO	Oklo Inc. This page	25,884	$1,354,509
5	TLN	Talen Energy Corp	1,691	$649,783

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,354,509	25,884	+19.7%	Shares	Sole	2026-08-13
2026-03-31	$1,072,631	21,630	+71.1%	Shares	Sole	2026-05-15
2025-12-31	$907,405	12,645	+10.2%	Shares	Sole	2026-02-17
2025-09-30	$1,281,400	11,479	-4.6%	Shares	Sole	2025-11-19
2025-06-30	$673,895	12,036	-63.7%	Shares	Sole	2025-08-15
2023-09-30	$343,475	33,186	0.0%	Shares	Sole	2023-11-15
2023-06-30	$346,129	33,186	0.0%	Shares	Sole	2023-08-15
2023-03-31	$336,837	33,186	0.0%	Shares	Sole	2023-05-15
2022-12-31	$329,205	33,186	-11.0%	Shares	Sole	2023-02-15
2022-09-30	$363,911	37,286	0.0%	Shares	Sole	2022-11-16
2022-06-30	$359,809	37,286	-21.3%	Shares	Sole	2022-08-23
2022-03-31	$462,301	47,367	0.0%	Shares	Sole	2022-05-16
2021-12-31	$466,564	47,367	+85.0%	Shares	Sole	2022-02-14
2021-09-30	$251,746	25,610	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.