IECM
TLN

Intrinsic Edge Capital Management’s Talen Energy Corp TLN Stock Holding History

Intrinsic Edge 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 		$9.8M Buy
25,500
+7,000
+38% +$2.57M 1.01% 41
2026
Q1 		$5.91M Buy
+18,500
New +$6.53M 0.98% 38

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

Intrinsic Edge Capital Management's TLN Position: Q2 2026 in Review

Intrinsic Edge Capital Management increased its Talen Energy Corp (TLN) stake by 38% in Q2 2026, buying an estimated $2.57M and bringing the position to 25,500 shares worth $9.8M. The position accounts for 1.01% of the portfolio, ranked #41.

Intrinsic Edge Capital Management first reported a position in TLN in Q1 2026 and has held it in 2 quarters since. 644 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Intrinsic Edge Capital Management held 25,500 shares of Talen Energy Corp worth $9.8M as of Q2 2026.
  • Intrinsic Edge Capital Management bought 7,000 Talen Energy Corp shares in Q2 2026, an estimated $2.57M.
  • Talen Energy Corp made up 1.01% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #41 holding.
  • Intrinsic Edge Capital Management first reported a position in Talen Energy Corp in Q1 2026 and has held it in 2 quarters since.
  • 644 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.