PCR
TLN

Potrero Capital Research’s Talen Energy Corp TLN Stock Holding History

Potrero Capital Research’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
2025
Q4 		– Sell
-93,000
Closed -$39.6M – 46
2025
Q3 		$39.6M Hold
93,000
– – 4.55% 4
2025
Q2 		$27M Buy
+93,000
New +$22.1M 6.55% 4

Other funds holding TLN

BlackRock
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
MP
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
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

Potrero Capital Research's TLN Position: Q1 2026 in Review

Potrero Capital Research reduced its Talen Energy Corp (TLN) stake by 87% in Q1 2026, selling an estimated $23.7M and leaving 10,418 shares worth $3.33M. The position accounts for 2.04% of the portfolio, ranked #17.

Potrero Capital Research first reported a position in TLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $39.8M in Q3 2025. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Potrero Capital Research held 10,418 shares of Talen Energy Corp worth $3.33M as of Q1 2026.
  • Potrero Capital Research sold 67,082 Talen Energy Corp shares in Q1 2026, an estimated $23.7M.
  • Talen Energy Corp made up 2.04% of Potrero Capital Research's portfolio in Q1 2026, its #17 holding.
  • Potrero Capital Research first reported a position in Talen Energy Corp in Q3 2024 and has held it in 7 quarters since.
  • Potrero Capital Research's Talen Energy Corp position peaked at $39.8M in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

Based on Potrero Capital Research's 13F filing for Q1 2026, filed 15 May 2026.