MERCER GLOBAL ADVISORS INC /ADV

Position in OKLO — Oklo Inc.

CIK 853758 DENVER, CO

Back to OKLO Full portfolio

Position in OKLO

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$4,913,787

+$373,625 QoQ

Shares Held

93,900

+2.6% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#80

of 665 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Common Shares in OKLO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $35,361,219 across 5 Utilities - Independent Power Producers names. OKLO ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	42,597	$10,579,816
2	VST	Vistra Corp.	65,742	$10,428,653
3	NRG	Nrg Energy, Inc.	60,112	$8,779,958
4	OKLO	Oklo Inc. This page	93,900	$4,913,787
5	TLN	Talen Energy Corp	1,715	$659,005

All Filings in OKLO

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,913,787	93,900	+2.6%	Shares	Sole	2026-08-19
2026-03-31	$4,540,162	91,554	+336.1%	Shares	Sole	2026-05-15
2025-12-31	$1,506,601	20,995	-27.7%	Shares	Sole	2026-02-18
2025-09-30	$3,241,958	29,042	-5.2%	Shares	Sole	2025-11-14
2025-06-30	$1,714,749	30,626	-20.4%	Shares	Sole	2025-08-14
2025-03-31	$832,344	38,481	+47.6%	Shares	Sole	2025-05-15
2024-12-31	$553,359	26,065	-19.6%	Shares	Sole	2025-02-14
2024-09-30	$262,180	32,408	+100.0%	Shares	Sole	2024-11-14
2024-06-30	$137,247	16,204	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.