Talen EnergyTLN
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 384 institutions reported holding Talen Energy Corp. (TLN) in their 13F filings, up 65 from Q4 2024. 115 opened new positions and 52 sold out. The largest holders were Rubric Capital Management LP ($1.2B), Vanguard Group Inc. ($882.5M) and MFN Partners Management, LP ($599.0M). 12 famous investors held it, including Leopold Aschenbrenner (5.4% of Situational Awareness's portfolio), Stephen Mandel (1.9% of Lone Pine Capital's portfolio) and Dan Loeb (1.9% of Third Point's portfolio).
- Company
- Talen Energy Corp.
- CUSIP
- 87422Q109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $737.2M |
| Exits | 52 | $774.1M |
All 13F filers, Q4 2024 → Q1 2025: 8,520,289 shares bought and 8,565,880 shares sold, net −45,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Rubric Capital Management LP | 21.92% | No change | 6,123,500 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -7.7% | 4,419,905 | $882.5M |
| MFN Partners Management, LP | 14.62% | No change | 3,000,000 | $599.0M |
| Sachem Head Capital Management LP | 13.89% | Add +90.7% | 1,735,000 | $346.4M |
| Fred Alger Management, LLC | 1.70% | Add +56.3% | 1,492,145 | $297.9M |
| Capital World Investors | 0.04% | Add +0.5% | 1,372,414 | $274.0M |
| Reaves W H & Co. Inc. | 6.17% | Reduce -4.5% | 1,213,007 | $242.2M |
| William Blair Investment Management, LLC | 0.62% | Reduce -6.6% | 1,112,993 | $222.2M |
| Lone Pine Capital | 1.91% | No change | 1,089,380 | $217.5M |
| BlackRock, Inc. | 0.00% | Reduce -9.2% | 955,314 | $190.7M |
| Glendon Capital Management LP | 8.42% | No change | 726,870 | $145.1M |
| Geode Capital Management, LLC | 0.01% | Add +12.9% | 630,020 | $133.7M |
| Norges Bank | 0.02% | Add +4331.1% | 619,998 | $123.8M |
| Third Point | 1.86% | New | 585,000 | $116.8M |
| Atalan Capital Partners, LP | 10.97% | Add +5.2% | 578,373 | $115.5M |
| Susquehanna International Group, LLP | 0.19% | Add +155.6% | 569,849 | $113.8M |
| Capital Research Global Investors | 0.02% | Reduce -43.1% | 514,310 | $102.7M |
| Invesco Ltd. | 0.02% | Reduce -22.8% | 503,863 | $100.6M |
| Gimbel Daniel Scott | 26.58% | No change | 502,607 | $100.4M |
| Pictet Asset Management Holding SA | 0.11% | Reduce -1.2% | 499,717 | $99.8M |
| Two Seas Capital LP | 14.68% | Reduce -16.9% | 472,275 | $94.3M |
| River Road Asset Management, LLC | 1.23% | Reduce -55.9% | 451,107 | $90.1M |
| Yacktman Asset Management | 1.17% | No change | 444,900 | $88.8M |
| Clearbridge Investments, LLC | 0.08% | Add +0.5% | 439,476 | $87.8M |
| American Century Companies Inc. | 0.05% | Add +39.9% | 399,604 | $79.8M |
| Maple Rock Capital Partners Inc. | 5.77% | Reduce -9.4% | 395,674 | $79.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -8.3% | 394,643 | $78.8M |
| Fortress Investment Group LLC | 13.78% | Reduce -11.7% | 388,159 | $77.5M |
| Qube Research & Technologies Ltd | 0.12% | Add +25.5% | 382,588 | $76.4M |
| PointState Capital LP | 1.66% | New | 376,362 | $75.1M |
| Brown Advisory Inc. | 0.10% | Reduce -33.5% | 356,022 | $71.1M |
| Value Aligned Research Advisors, LLC | 5.69% | New | 350,793 | $70.0M |
| Morgan Stanley | 0.00% | Reduce -49.7% | 343,791 | $68.6M |
| TOMS Capital Investment Management LP | 4.83% | New | 327,000 | $65.3M |
| Oaktree Capital Management | 1.59% | Reduce -19.4% | 319,829 | $63.9M |
| Ameriprise Financial Inc. | 0.02% | Add +6621.1% | 303,661 | $60.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.8% | 303,276 | $60.6M |
| Holocene Advisors, LP | 0.17% | Add +54.2% | 294,735 | $58.8M |
| State Street Corp. | 0.00% | Add +9.9% | 283,321 | $56.6M |
| Tran Capital Management, L.P. | 7.17% | Reduce -8.7% | 266,930 | $53.3M |
| Millennium Management | 0.05% | Add +264.7% | 261,279 | $52.2M |
| Franklin Resources Inc. | 0.01% | New | 250,000 | $49.9M |
| Aventail Capital Group, LP | 2.47% | New | 249,731 | $49.9M |
| Westfield Capital Management Co. LP | 0.22% | Reduce -25.3% | 229,674 | $45.9M |
| FIL Ltd | 0.04% | No change | 217,481 | $43.4M |
| Jane Street Group, LLC | 0.08% | Add +95.3% | 208,394 | $41.6M |
| Bornite Capital Management LP | 10.53% | Reduce -2.6% | 204,700 | $40.9M |
| Loomis Sayles & Co. L P | 0.06% | Reduce -8.6% | 197,554 | $39.4M |
| Two Creeks Capital Management, LP | 2.48% | New | 194,233 | $38.8M |
| Philosophy Capital Management LLC | 5.16% | Add +7.7% | 193,788 | $38.7M |
| Charter Oak Advisors LP | 26.87% | Add +73.4% | 187,233 | $37.4M |
| Bank of America Corp. | 0.00% | Add +402.4% | 182,644 | $36.5M |
| Gilder Gagnon Howe & Co. LLC | 0.45% | Add +17.3% | 172,992 | $34.5M |
| P Schoenfeld Asset Management LP | 13.18% | Reduce -22.8% | 169,575 | $33.9M |
| BW Gestao de Investimentos Ltda. | 3.65% | Add +393.8% | 161,758 | $32.3M |
| Nishkama Capital, LLC | 13.52% | New | 161,483 | $32.2M |
| Capital International Investors | 0.01% | Add +2.1% | 160,342 | $32.0M |
| Rokos Capital Management LLP | 0.85% | New | 150,701 | $30.1M |
| Situational Awareness | 5.43% | Add +6.8% | 148,395 | $29.6M |
| Merewether Investment Management, LP | 1.03% | Reduce -42.2% | 141,633 | $28.3M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +1210.8% | 131,082 | $27.2M |
| UBS Group AG | 0.01% | Add +53.3% | 134,997 | $27.0M |
| Bank of New York Mellon Corp | 0.01% | Add +37.4% | 133,533 | $26.7M |
| DG Capital Management, LLC | 14.36% | Reduce -16.5% | 132,056 | $26.4M |
| OnyxPoint Global Management LP | 15.41% | Add +1.5% | 129,926 | $25.9M |
| Jennison Associates LLC | 0.02% | Reduce -65.6% | 126,227 | $25.2M |
| Cooper Creek Partners Management LLC | 0.75% | New | 115,146 | $23.0M |
| Apis Capital Advisors, LLC | 10.95% | Add +6.2% | 113,400 | $22.6M |
| Newbrook Capital Advisors LP | 3.46% | Reduce -10.7% | 109,782 | $21.9M |
| Sei Investments Co. | 0.03% | Add +78.4% | 106,500 | $21.3M |
| Northern Trust Corp. | 0.00% | Reduce -12.4% | 104,158 | $20.8M |
| Maplelane Capital, LLC | 1.92% | Add +129.6% | 103,000 | $20.6M |
| SPX Gestao de Recursos Ltda | 2.53% | Add +31.1% | 98,100 | $19.6M |
| JPMorgan Chase & Co. | 0.00% | Add +21.0% | 94,357 | $18.8M |
| FMR LLC | 0.00% | Reduce -52.9% | 93,811 | $18.7M |
| HRT Financial LP | 0.12% | New | 93,107 | $18.6M |
| Clearline Capital LP | 1.87% | New | 92,887 | $18.5M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1.09% | Reduce -18.8% | 88,700 | $17.7M |
| Verition Fund Management LLC | 0.10% | Add +551.8% | 88,196 | $17.6M |
| Foursixthree Capital LP | 10.97% | New | 87,564 | $17.5M |
| Man Group plc | 0.05% | Reduce -24.0% | 86,961 | $17.4M |
| Seldon Capital LP | 10.32% | No change | 82,095 | $16.4M |
| US Bancorp \de | 0.02% | Add +263416.1% | 81,690 | $16.3M |
| Temasek Holdings (Private) Ltd | 0.06% | Add +882.4% | 79,183 | $15.8M |
| Nomura Holdings Inc. | 0.08% | Add +1580.8% | 76,865 | $15.3M |
| Atika Capital Management LLC | 2.21% | Reduce -16.1% | 72,160 | $14.4M |
| Swiss National Bank | 0.01% | Add +1.6% | 71,300 | $14.2M |
| Comerica Bank | 0.06% | Add +11.1% | 69,331 | $13.8M |
| Sixth Street Partners Management Company, L.P. | 1.81% | Add +7.8% | 69,000 | $13.8M |
| Garnet Equity Capital Holdings, Inc. | 7.24% | Reduce -14.6% | 64,537 | $12.9M |
| Sagefield Capital LP | 1.53% | Reduce -52.7% | 63,477 | $12.7M |
| Ripple Effect Asset Management LP | 14.73% | Add +53.8% | 61,500 | $12.3M |
| Nuveen, LLC | 0.00% | — | 60,000 | $12.0M |
| Engle Capital Management, L.P. | 4.57% | Reduce -65.6% | 55,000 | $11.0M |
| Potrero Capital Research LLC | 5.36% | Add +97.7% | 54,633 | $10.9M |
| Bridgewater Associates | 0.05% | Add +143.6% | 52,058 | $10.4M |
| RWC Asset Management LLP | 0.62% | New | 49,304 | $9.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.3% | 49,050 | $9.8M |
| Townsquare Capital LLC | 0.10% | New | 47,067 | $9.4M |
| Blackstone Inc. | 0.04% | New | 46,456 | $9.3M |
"% of holder's portfolio" is TLN's weight in each manager's 13F, not the share of Talen Energy Corp. the manager owns.