Merewether Investment Management’s Talen Energy Corp TLN Stock Holding History

Merewether Investment 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 Q1	–	Sell	-23,908	Closed	-$8.96M	–	99
2025 Q4	$8.96M	Sell	23,908 -217,251	-90%	-$84.4M	0.21%	72
2025 Q3	$103M	Sell	241,159 -32,000	-12%	-$11.6M	2.45%	16
2025 Q2	$79.4M	Buy	273,159 +131,526	+93%	+$31.2M	2.29%	13
2025 Q1	$28.3M	Sell	141,633 -103,575	-42%	-$22.5M	1.03%	39
2024 Q4	$49.4M	Sell	245,208 -325,001	-57%	-$63.4M	1.97%	19
2024 Q3	$102M	Buy	+570,209	New	+$80.3M	4.69%	7

Other funds holding TLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 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 $2.9T AUM 29.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Merewether Investment Management's TLN Position: Q1 2026 in Review

Merewether Investment Management sold out of Talen Energy Corp (TLN) in Q1 2026, closing a stake of 23,908 shares — an estimated $8.96M sold.

Merewether Investment Management first reported a position in TLN in Q3 2024 and held it in 6 quarters. The position peaked at $103M in Q3 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

Merewether Investment Management reported no remaining Talen Energy Corp position as of Q1 2026 after selling out during the quarter.
Merewether Investment Management sold 23,908 Talen Energy Corp shares in Q1 2026, an estimated $8.96M.
Merewether Investment Management first reported a position in Talen Energy Corp in Q3 2024 and held it in 6 quarters.
Merewether Investment Management's Talen Energy Corp position peaked at $103M in Q3 2025.
578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.