Munro Partners’s Talen Energy Corp TLN Stock Holding History

Munro 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 Q1	–	Sell	-23,125	Closed	-$8.67M	–	79
2025 Q4	$8.67M	Buy	+23,125	New	+$8.99M	0.23%	45
2025 Q3	–	Sell	-27,276	Closed	-$7.93M	–	75
2025 Q2	$7.93M	Buy	27,276 +5,794	+27%	+$1.37M	0.25%	41
2025 Q1	$4.29M	Buy	+21,482	New	+$4.66M	0.2%	40
2024 Q4	–	Sell	-101,465	Closed	-$18.1M	–	79
2024 Q3	$18.1M	Buy	+101,465	New	+$14.3M	0.66%	30

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 $6.03B AUM 40.55% 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

Munro Partners's TLN Position: Q1 2026 in Review

Munro Partners sold out of Talen Energy Corp (TLN) in Q1 2026, closing a stake of 23,125 shares — an estimated $8.67M sold.

Munro Partners first reported a position in TLN in Q3 2024 and held it in 4 quarters. The position peaked at $18.1M in Q3 2024. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

Munro Partners reported no remaining Talen Energy Corp position as of Q1 2026 after selling out during the quarter.
Munro Partners sold 23,125 Talen Energy Corp shares in Q1 2026, an estimated $8.67M.
Munro Partners first reported a position in Talen Energy Corp in Q3 2024 and held it in 4 quarters.
Munro Partners's Talen Energy Corp position peaked at $18.1M in Q3 2024.
578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.