CCM
TLN

Clearfield Capital Management’s Talen Energy Corp TLN Stock Holding History

Clearfield Capital Management’s Portfolio TLN Stock Details TLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,100
Closed -$12.5M – 16
2026
Q1 		$12.5M Hold
39,100
– – 6.64% 6
2025
Q4 		$14.7M Sell
39,100
-6,400
-14% -$2.49M 6.57% 6
2025
Q3 		$19.4M Buy
45,500
+11,600
+34% +$4.19M 11.58% 2
2025
Q2 		$9.86M Buy
+33,900
New +$8.04M 7.59% 8

Other funds holding TLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Clearfield Capital Management's TLN Position: Q2 2026 in Review

Clearfield Capital Management sold out of Talen Energy Corp (TLN) in Q2 2026, closing a stake of 39,100 shares — an estimated $12.5M sold.

Clearfield Capital Management first reported a position in TLN in Q2 2025 and held it in 4 quarters. The position peaked at $19.4M in Q3 2025. 646 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Clearfield Capital Management reported no remaining Talen Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Clearfield Capital Management sold 39,100 Talen Energy Corp shares in Q2 2026, an estimated $12.5M.
  • Clearfield Capital Management first reported a position in Talen Energy Corp in Q2 2025 and held it in 4 quarters.
  • Clearfield Capital Management's Talen Energy Corp position peaked at $19.4M in Q3 2025.
  • 646 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Clearfield Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.