EP Wealth Advisors, LLC

Position in OKLO — Oklo Inc.

CIK 1540569 TORRANCE, CA

Position in OKLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$301,577

+$78,906 QoQ

Shares Held

5,763

+85.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#360

of 665 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Utilities · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $34,793,699 across 5 Utilities - Independent Power Producers names. OKLO ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	189,132	$30,002,009
2	CEG	Constellation Energy Corp	13,458	$3,342,563
3	NRG	Nrg Energy, Inc.	4,384	$640,327
4	TLN	Talen Energy Corp	1,320	$507,223
5	OKLO	Oklo Inc. This page	5,763	$301,577

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,577	5,763	+85.7%	Shares	Sole	2026-08-12
2025-12-31	$222,671	3,103	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.