Polen Capital Management
TLN

Polen Capital Management’s Talen Energy Corp TLN Stock Holding History

Polen Capital 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
Q2 		$566K Buy
1,473
+791
+116% +$290K ﹤0.01% 185
2026
Q1 		$218K Sell
682
-667
-49% -$235K ﹤0.01% 215
2025
Q4 		$506K Sell
1,349
-2,683
-67% -$1.04M ﹤0.01% 171
2025
Q3 		$1.72M Sell
4,032
-1,794
-31% -$648K 0.01% 104
2025
Q2 		$1.69M Buy
+5,826
New +$1.38M 0.01% 90

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

Polen Capital Management's TLN Position: Q2 2026 in Review

Polen Capital Management increased its Talen Energy Corp (TLN) stake by 116% in Q2 2026, buying an estimated $290K and bringing the position to 1,473 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Polen Capital Management first reported a position in TLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 642 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Polen Capital Management held 1,473 shares of Talen Energy Corp worth $566K as of Q2 2026.
  • Polen Capital Management bought 791 Talen Energy Corp shares in Q2 2026, an estimated $290K.
  • Talen Energy Corp made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #185 holding.
  • Polen Capital Management first reported a position in Talen Energy Corp in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Talen Energy Corp position peaked at $1.72M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.