InvestorLens

TLN — TALEN ENERGY CORP

Utilities

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TLN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net distribution · 1 buying vs 3 selling last quarter
25
Macro Tailwind
Macro conditions are mixed for this sector
50
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their TLN position last quarter, 1 bought and 3 sold (25% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 50/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (George Soros)
  • +4 tracked investors reported holding TLN at their latest filing
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About TALEN ENERGY CORP (TLN)

TALEN ENERGY CORP (TLN) appears in the most recent 13F filings of 4 tracked institutional investors. TALEN ENERGY CORP is classified in the Utilities sector. The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $580M. Across recent filings, tracked investors recorded 7 new positions, 10 increased, 9 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TLN

57
/100
Mixed Activity
Added / Increased17
Reduced9
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track TLN

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

TLN Ownership Composition

How TALEN ENERGY CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
82% of tracked value
Institutions
4
tracked investors
Total Reported
$985.2M
combined 13F value
Types3
  • Multi-Strategy / Quant82.3%
  • Value & Distressed12.9%
  • Macro4.7%
Multi-Strategy / Quant(2)
82.3%
Value & Distressed(1)
12.9%
Macro(1)
4.7%

Tracked investors currently reporting TLN

5 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.2M
    Value
    $452.8M
    % Portfolio
    0.05%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    932.9K
    Value
    $358.5M
    % Portfolio
    0.13%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    331.1K
    Value
    $127.2M
    % Portfolio
    1.77%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    121.5K
    Value
    $46.7M
    % Portfolio
    0.19%

Previously held TLN

These investors reported TLN in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve MandelLone Pine Capital1.8M$580.3MMar 31, 2026
Daniel LoebThird Point LLC350K$148.9MSep 30, 2025
Steve CohenPoint72 Asset Management365.5K$137MDec 31, 2025
Paul Tudor JonesTudor Investment Corp17.8K$5.7MMar 31, 2026
Leopold AschenbrennerSituational Awareness LP148.4K$29.6MMar 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold TLN?
4 tracked institutional investors disclosed a position in TLN (TALEN ENERGY CORP) in their most recent 13F filing.
Who is the largest institutional holder of TLN?
Steve Mandel, Lone Pine Capital, holds the largest disclosed position in TLN, valued at $580M.
Did institutional ownership of TLN increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 10 increased, 9 reduced, and 4 fully exited TLN.
What sector is TLN in?
TALEN ENERGY CORP is classified in the Utilities GICS sector.
Where does this TLN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
TLN (TALEN ENERGY CORP) — Institutional Holders & 13F — InvestorLens