KWA
TLN

Kingswood Wealth Advisors’s Talen Energy Corp TLN Stock Holding History

Kingswood Wealth Advisors’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 		$793K Buy
2,063
+474
+30% +$174K 0.03% 472
2026
Q1 		$507K Buy
1,589
+555
+54% +$196K 0.02% 543
2025
Q4 		$388K Buy
+1,034
New +$402K 0.02% 603
2025
Q3 		– Sell
-1,644
Closed -$478K – 857
2025
Q2 		$478K Buy
+1,644
New +$390K 0.04% 428

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

Kingswood Wealth Advisors's TLN Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Talen Energy Corp (TLN) stake by 30% in Q2 2026, buying an estimated $174K and bringing the position to 2,063 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #472.

Kingswood Wealth Advisors first reported a position in TLN in Q2 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Kingswood Wealth Advisors held 2,063 shares of Talen Energy Corp worth $793K as of Q2 2026.
  • Kingswood Wealth Advisors bought 474 Talen Energy Corp shares in Q2 2026, an estimated $174K.
  • Talen Energy Corp made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #472 holding.
  • Kingswood Wealth Advisors first reported a position in Talen Energy Corp in Q2 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.