Mount Yale Investment Advisors’s Talen Energy Corp TLN Stock Holding History

Mount Yale Investment 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 Q1	$1.44M	Buy	4,501 +3,924	+680%	+$1.38M	0.03%	446
2025 Q4	$216K	Buy	+577	New	+$224K	0.01%	681
2025 Q3	–	Sell	-8,630	Closed	-$2.51M	–	1653
2025 Q2	$2.51M	Buy	8,630 +2,062	+31%	+$489K	0.2%	105
2025 Q1	$1.31M	Buy	6,568 +2,032	+45%	+$441K	0.11%	159
2024 Q4	$914K	Buy	4,536 +2,512	+124%	+$490K	0.07%	216
2024 Q3	$361K	Buy	+2,024	New	+$285K	0.03%	388

Other funds holding TLN

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

FAM

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

Mount Yale Investment Advisors's TLN Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Talen Energy Corp (TLN) stake by 680% in Q1 2026, buying an estimated $1.38M and bringing the position to 4,501 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #446.

Mount Yale Investment Advisors first reported a position in TLN in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q2 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

Mount Yale Investment Advisors held 4,501 shares of Talen Energy Corp worth $1.44M as of Q1 2026.
Mount Yale Investment Advisors bought 3,924 Talen Energy Corp shares in Q1 2026, an estimated $1.38M.
Talen Energy Corp made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #446 holding.
Mount Yale Investment Advisors first reported a position in Talen Energy Corp in Q3 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Talen Energy Corp position peaked at $2.51M in Q2 2025.
578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.