$TLN

$343.20 +$5.42 (1.6%) Live

$TLN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 47.9M shares outstanding

Who owns TLN?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 48.7%

BlackRock, Inc. 9.1% · Rubric Capital Management LP 7.5%

Institutional ownership

100.0%

+4.7 pts vs last qtr

Institutional holders

645

+68 vs last qtr

Net shares bought

+2.3M

by institutions in Q2 2026

New / sold out

146 / 78

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

ECP ControlCo, LLC NEW +2.4M
Norges Bank NEW +579.9K

Biggest sellers in Q2 2026

Lone Pine Capital LLC SOLD OUT −1.8M
Invesco Ltd. −375.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$21.9M

2 notices from 2 people

Shares covered

57.6K

0.12% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jbw-Jcw Living Trust Former affiliate $20.9M
Abbas Gizman I Director $988K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2013–FY2025

−45.3%

−14.00% a year

Each share's claim on the business

+82.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$2.06B vs $559M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years83% Under 1 year17%

Quarterly turnover

14.9%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting TLN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.4M	9.09%	+265.4K (+6.5%)	2024	0.0%
Shares held by quarter Peak holding4.4M (Q2'26) Change over 8 quarters+3.5M Share of the company9.090% BlackRock, Inc.'s full portfolio →
RC Rubric Capital Management LP	3.6M	7.52%	Unchanged	2024	12.7%
Shares held by quarter Peak holding11.4M (Q3'24) Change over 8 quarters−7.8M Share of the company7.520% Rubric Capital Management LP's full portfolio →

BlackRock, Inc.

4.4M

% of company

9.09%

Change vs last qtr

+265.4K (+6.5%)

Held since

2024

Rubric Capital Management LP

3.6M

% of company

7.52%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Talen Energy Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TLN on Form N-PORT; together they hold 37.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$597M	1.6M	3.24%	0.48%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$554M	1.4M	3.01%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$597M

% of company

3.24%

% of the fund

0.48%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$554M

% of company

3.01%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Talen Energy Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MM McFarland Mark Allen Insider	260.5K	0.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.540% McFarland Mark Allen's insider activity →
NT Nutt Terry L Insider	72.9K	0.15%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.150% Nutt Terry L's insider activity →

McFarland Mark Allen

Insider

260.5K

% of company

0.54%

Change vs last qtr

—

Held since

—

Nutt Terry L

Insider

72.9K

% of company

0.15%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Talen Energy Corporation.

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