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

Engle 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	$20.9M	Sell	54,400 -8,102	-13%	-$2.97M	5.74%	6
2026 Q1	$20M	Sell	62,502 -14,498	-19%	-$5.12M	6.8%	6
2025 Q4	$28.9M	Sell	77,000 -7,338	-9%	-$2.85M	11.14%	1
2025 Q3	$35.9M	Buy	84,338 +5,338	+7%	+$1.93M	12.65%	1
2025 Q2	$23M	Buy	79,000 +24,000	+44%	+$5.69M	6.93%	4
2025 Q1	$11M	Sell	55,000 -105,000	-66%	-$22.8M	3.97%	11
2024 Q4	$32.2M	Sell	160,000 -91,638	-36%	-$17.9M	9.64%	2
2024 Q3	$44.9M	Buy	+251,638	New	+$35.5M	13.19%	1

Other funds holding TLN

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

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

Engle Capital Management reduced its Talen Energy Corp (TLN) stake by 13% in Q2 2026, selling an estimated $2.97M and leaving 54,400 shares worth $20.9M. The position accounts for 5.74% of the portfolio, ranked #6.

Engle Capital Management first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $44.9M in Q3 2024. 645 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

Engle Capital Management held 54,400 shares of Talen Energy Corp worth $20.9M as of Q2 2026.
Engle Capital Management sold 8,102 Talen Energy Corp shares in Q2 2026, an estimated $2.97M.
Talen Energy Corp made up 5.74% of Engle Capital Management's portfolio in Q2 2026, its #6 holding.
Engle Capital Management first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
Engle Capital Management's Talen Energy Corp position peaked at $44.9M in Q3 2024.
645 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

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