TSC
TLN

Two Seas Capital’s Talen Energy Corp TLN Stock Holding History

Two Seas Capital’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
Q2 		– Sell
-250,000
Closed -$49.9M – 44
2025
Q1 		$49.9M Sell
250,000
-100,000
-29% -$21.7M 1.57% 8
2024
Q4 		$70.5M Buy
+350,000
New +$68.3M 6.09% 7

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

Two Seas Capital's TLN Position: Q2 2026 in Review

Two Seas Capital reduced its Talen Energy Corp (TLN) stake by 12% in Q2 2026, selling an estimated $26.4M and leaving 507,208 shares worth $195M. The position accounts for 3.86% of the portfolio, ranked #6.

Two Seas Capital first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. 647 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • Two Seas Capital held 507,208 shares of Talen Energy Corp worth $195M as of Q2 2026.
  • Two Seas Capital sold 71,921 Talen Energy Corp shares in Q2 2026, an estimated $26.4M.
  • Talen Energy Corp made up 3.86% of Two Seas Capital's portfolio in Q2 2026, its #6 holding.
  • Two Seas Capital first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
  • 647 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.