Position in OKLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$170,746,402
+$37,759,019 QoQ
Shares Held
3,262,878
+21.7% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 669 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in OKLO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $4,763,704,518 across 9 Utilities - Independent Power Producers names. OKLO ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
9,050,555 | $2,247,886,338 | |
| 2 | VST |
Vistra Corp.
|
8,880,730 | $1,408,750,193 | |
| 3 | NRG |
Nrg Energy, Inc.
|
4,104,900 | $599,561,687 | |
| 4 | OKLO |
Oklo Inc.
This page
|
3,262,878 | $170,746,402 | |
| 5 | TLN |
Talen Energy Corp
|
423,332 | $162,669,550 | |
| 6 | TAC |
Transalta Corp
|
11,392,068 | $157,552,296 | |
| 7 | HNRG |
Hallador Energy Co
|
758,982 | $13,198,693 | |
| 8 | DGXX |
Digi Power X Inc.
|
554,246 | $3,020,639 |
All Filings in OKLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,746,402 | 3,262,878 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $132,987,383 | 2,681,738 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $135,202,364 | 1,884,091 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $256,229,806 | 2,295,349 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $72,361,641 | 1,292,403 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $42,473,053 | 1,963,618 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,144,384 | 572,039 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $751,283 | 92,866 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,739,857 | 323,478 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,302,188 | 114,027 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $34,151 | 3,234 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $66,923 | 6,466 | Shares | Defined | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||