YCM
TLN

Yaupon Capital Management’s Talen Energy Corp TLN Stock Holding History

Yaupon Capital 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
Q1 		$25.3M Buy
+79,156
New +$27.9M 0.79% 38
2025
Q3 		– Sell
-27,839
Closed -$8.09M – 167
2025
Q2 		$8.09M Buy
+27,839
New +$6.61M 0.36% 76

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

Yaupon Capital Management's TLN Position: Q1 2026 in Review

Yaupon Capital Management opened a new position in Talen Energy Corp (TLN) in Q1 2026: 79,156 shares worth $25.3M. The stake represents 0.79% of the portfolio and ranks #38 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in TLN as recently as Q2 2025.

Yaupon Capital Management first reported a position in TLN in Q2 2025 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold TLN as of Q1 2026.

  • Yaupon Capital Management held 79,156 shares of Talen Energy Corp worth $25.3M as of Q1 2026.
  • Talen Energy Corp was a new Yaupon Capital Management position in Q1 2026.
  • Talen Energy Corp made up 0.79% of Yaupon Capital Management's portfolio in Q1 2026, its #38 holding.
  • Yaupon Capital Management first reported a position in Talen Energy Corp in Q2 2025 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Talen Energy Corp as of Q1 2026.

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