WHRC
TLN

W.H. Reaves & Co’s Talen Energy Corp TLN Stock Holding History

W.H. Reaves & Co’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 		$567M Sell
1,476,664
-34,033
-2% -$12.5M 8.61% 1
2026
Q1 		$482M Sell
1,510,697
-11,000
-0.7% -$3.88M 8% 1
2025
Q4 		$570M Buy
1,521,697
+111,160
+8% +$43.2M 9.98% 1
2025
Q3 		$600M Buy
1,410,537
+158,047
+13% +$57.1M 10.69% 1
2025
Q2 		$364M Buy
1,252,490
+39,483
+3% +$9.37M 8.07% 1
2025
Q1 		$242M Sell
1,213,007
-57,766
-5% -$12.5M 6.16% 1
2024
Q4 		$256M Sell
1,270,773
-42,293
-3% -$8.25M 6.75% 1
2024
Q3 		$234M Buy
+1,313,066
New +$185M 6.4% 1

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

W.H. Reaves & Co's TLN Position: Q2 2026 in Review

W.H. Reaves & Co reduced its Talen Energy Corp (TLN) stake by 2.3% in Q2 2026, selling an estimated $12.5M and leaving 1,476,664 shares worth $567M. The position accounts for 8.61% of the portfolio, ranked #1.

W.H. Reaves & Co first reported a position in TLN in Q3 2024 and has held it in 8 quarters since. The position peaked at $600M in Q3 2025. 644 funds tracked by Wall St. Rank hold TLN as of Q2 2026.

  • W.H. Reaves & Co held 1,476,664 shares of Talen Energy Corp worth $567M as of Q2 2026.
  • W.H. Reaves & Co sold 34,033 Talen Energy Corp shares in Q2 2026, an estimated $12.5M.
  • Talen Energy Corp made up 8.61% of W.H. Reaves & Co's portfolio in Q2 2026, its #1 holding.
  • W.H. Reaves & Co first reported a position in Talen Energy Corp in Q3 2024 and has held it in 8 quarters since.
  • W.H. Reaves & Co's Talen Energy Corp position peaked at $600M in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Talen Energy Corp as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.