MP
TLN

MFN Partners’s Talen Energy Corp TLN Stock Holding History

MFN Partners’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 		$1.15B Hold
3,000,000
– – 23.85% 2
2026
Q1 		$958M Hold
3,000,000
– – 20.06% 2
2025
Q4 		$1.12B Hold
3,000,000
– – 23.77% 2
2025
Q3 		$1.28B Hold
3,000,000
– – 25.77% 2
2025
Q2 		$872M Hold
3,000,000
– – 18.67% 3
2025
Q1 		$599M Hold
3,000,000
– – 14.08% 3
2024
Q4 		$604M Hold
3,000,000
– – 11.9% 4
2024
Q3 		$535M Buy
+3,000,000
New +$423M 10.54% 4

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MFN Partners's TLN Position: Q2 2026 in Review

MFN Partners held its Talen Energy Corp (TLN) position steady in Q2 2026 at 3,000,000 shares worth $1.15B. The position accounts for 23.85% of the portfolio, ranked #2.

MFN Partners first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28B in Q3 2025. 644 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • MFN Partners held 3,000,000 shares of Talen Energy Corp worth $1.15B as of Q2 2026.
  • MFN Partners left its Talen Energy Corp share count unchanged in Q2 2026.
  • Talen Energy Corp made up 23.85% of MFN Partners's portfolio in Q2 2026, its #2 holding.
  • MFN Partners first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
  • MFN Partners's Talen Energy Corp position peaked at $1.28B in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on MFN Partners's 13F filing for Q2 2026, filed 12 Aug 2026.