JY
TLN

Jeff Yass’s Talen Energy Corp TLN Stock Holding History

Jeff Yass’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 		$347M Buy
903,600
+272,700
+43% +$100M 0.03% 401
2026
Q1 		$201M Buy
630,900
+192,000
+44% +$67.8M 0.02% 521
2025
Q4 		$165M Sell
438,900
-181,600
-29% -$70.6M 0.02% 619
2025
Q3 		$264M Buy
620,500
+201,700
+48% +$72.9M 0.03% 448
2025
Q2 		$122M Buy
418,800
+172,300
+70% +$40.9M 0.02% 653
2025
Q1 		$49.2M Buy
246,500
+57,000
+30% +$12.4M 0.01% 1036
2024
Q4 		$38.2M Buy
189,500
+75,300
+66% +$14.7M 0.01% 1319
2024
Q3 		$20.4M Buy
+114,200
New +$16.1M ﹤0.01% 1813

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

Jeff Yass's TLN Position: Q2 2026 in Review

Jeff Yass reduced its Talen Energy Corp (TLN) stake by 21% in Q2 2026, selling an estimated $13.3M and leaving 136,066 shares worth $52.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Jeff Yass first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $114M in Q1 2025. 642 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Jeff Yass held 136,066 shares of Talen Energy Corp worth $52.3M as of Q2 2026.
  • Jeff Yass sold 36,225 Talen Energy Corp shares in Q2 2026, an estimated $13.3M.
  • Talen Energy Corp made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1467 holding.
  • Jeff Yass first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
  • Jeff Yass's Talen Energy Corp position peaked at $114M in Q1 2025.
  • 642 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.