SY
TLN

Stephen Yacktman’s Talen Energy Corp TLN Stock Holding History

Stephen Yacktman’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 		$138M Sell
359,800
-100
-0% -$36.7K 1.71% 22
2026
Q1 		$115M Sell
359,900
-100
-0% -$35.3K 1.53% 30
2025
Q4 		$135M Sell
360,000
-100
-0% -$38.9K 1.89% 22
2025
Q3 		$153M Sell
360,100
-83,600
-19% -$30.2M 2.11% 16
2025
Q2 		$129M Sell
443,700
-1,200
-0.3% -$285K 1.73% 26
2025
Q1 		$88.8M Hold
444,900
– – 1.17% 32
2024
Q4 		$89.6M Hold
444,900
– – 1.05% 33
2024
Q3 		$79.3M Buy
+444,900
New +$62.7M 0.81% 38

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

Stephen Yacktman's TLN Position: Q2 2026 in Review

Stephen Yacktman reduced its Talen Energy Corp (TLN) stake by 0.03% in Q2 2026, selling an estimated $36.7K and leaving 359,800 shares worth $138M. The position accounts for 1.71% of the portfolio, ranked #22.

Stephen Yacktman first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $153M in Q3 2025. 642 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Stephen Yacktman held 359,800 shares of Talen Energy Corp worth $138M as of Q2 2026.
  • Stephen Yacktman sold 100 Talen Energy Corp shares in Q2 2026, an estimated $36.7K.
  • Talen Energy Corp made up 1.71% of Stephen Yacktman's portfolio in Q2 2026, its #22 holding.
  • Stephen Yacktman first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
  • Stephen Yacktman's Talen Energy Corp position peaked at $153M in Q3 2025.
  • 642 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.