JO
TLN

John Overdeck’s Talen Energy Corp TLN Stock Holding History

John Overdeck’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 		$1.54M Sell
4,000
-27,500
-87% -$10.1M ﹤0.01% 3244
2026
Q1 		$10.1M Buy
31,500
+12,500
+66% +$4.41M 0.01% 1400
2025
Q4 		$7.12M Buy
+19,000
New +$7.38M 0.01% 1390

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

John Overdeck's TLN Position: Q2 2026 in Review

John Overdeck reduced its Talen Energy Corp (TLN) stake by 6.4% in Q2 2026, selling an estimated $226K and leaving 9,053 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

John Overdeck first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $118M in Q2 2025. 642 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • John Overdeck held 9,053 shares of Talen Energy Corp worth $3.48M as of Q2 2026.
  • John Overdeck sold 616 Talen Energy Corp shares in Q2 2026, an estimated $226K.
  • Talen Energy Corp made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2507 holding.
  • John Overdeck first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
  • John Overdeck's Talen Energy Corp position peaked at $118M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.