River Road Asset Management’s Talen Energy Corp TLN Stock Holding History

River Road Asset 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	$11.4M	Sell	29,621 -13,299	-31%	-$4.88M	0.13%	128
2026 Q1	$13.7M	Sell	42,920 -8,975	-17%	-$3.17M	0.16%	118
2025 Q4	$19.5M	Sell	51,895 -133,170	-72%	-$51.8M	0.21%	104
2025 Q3	$78.7M	Sell	185,065 -17,866	-9%	-$6.45M	0.88%	40
2025 Q2	$76.6M	Sell	202,931 -248,176	-55%	-$58.9M	0.97%	34
2025 Q1	$90.1M	Sell	451,107 -571,594	-56%	-$124M	1.22%	19
2024 Q4	$206M	Sell	1,022,701 -535,048	-34%	-$104M	2.74%	4
2024 Q3	$278M	Buy	+1,557,749	New	+$219M	3.63%	1

Other funds holding TLN

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

River Road Asset Management's TLN Position: Q2 2026 in Review

River Road Asset Management reduced its Talen Energy Corp (TLN) stake by 31% in Q2 2026, selling an estimated $4.88M and leaving 29,621 shares worth $11.4M. The position accounts for 0.13% of the portfolio, ranked #128.

River Road Asset Management first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $278M in Q3 2024. 644 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

River Road Asset Management held 29,621 shares of Talen Energy Corp worth $11.4M as of Q2 2026.
River Road Asset Management sold 13,299 Talen Energy Corp shares in Q2 2026, an estimated $4.88M.
Talen Energy Corp made up 0.13% of River Road Asset Management's portfolio in Q2 2026, its #128 holding.
River Road Asset Management first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
River Road Asset Management's Talen Energy Corp position peaked at $278M in Q3 2024.
644 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.