Stock

Talen Energy Corp

TLN · held by 22 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$512.2M

Holders

+3 new · −0 exited

Holders’ est. mark

$17.5M

Price effect on 9 books still in the name

Largest holder

$208.3M

MORGAN STANLEY

Holder count by quarter

Q2 2015 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	489.6K	$208.3M	—	Held
Value Aligned Research Advisors, LLC	445K	$189.3M	—	Held
BANK OF AMERICA CORP /DE/	134.8K	$57.4M	—	Held
BARCLAYS PLC	73.5K	$31.2M	$9.89M	Added$8.49M
National Philanthropic Trust	44K	$18.7M	$5.92M	Added$5.92M
INDEPENDENT FINANCIAL GROUP, LLC	3.65K	$1.55M	$465.5K	Added$546.7K
CORSAIR CAPITAL MANAGEMENT, L.P.	3.24K	$1.38M	$436.1K	Added$436.1K
Sanctuary Advisors, LLC	2.98K	$1.27M	$338.1K	Added$535.9K
Peak Planning Group, LLC	1.78K	$759.3K	—	New
Swiss Life Asset Management Ltd	1.77K	$751.2K	$126.7K	Added$477.6K
Cresset Asset Management, LLC	1.71K	$728.3K	$230.5K	Added$135.4K
Nicholas Wealth, LLC.	835	$355.2K	$112.4K	Added$47.6K
SHERMAN PORFOLIOS, LLC	613	$260.8K	—	New
Allworth Financial LP	339	$144.2K	—	Held
IFP Advisors, Inc	263	$111.9K	—	Held
Scarborough Advisors, LLC	51	$21.7K	—	Held
Medallion Wealth Advisors, LLC	24	$10.2K	$3.49K	Added$3.49K
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	9.4K	$4K	—	Held
Hudson Bay Capital Management LP	4	$1.7K	—	Held
FNY Investment Advisers, LLC	3K	$1.28K	—	Held
PEAK6 LLC	2	$959	—	New
KBC Group NV	1.1K	$467	—	Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.