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$TLN:NASDAQ · Talen Energy Corp

Sector: energygrid

Conviction from: NASDAQ

Talen Energy is an independent power producer that owns and operates nuclear and natural-gas generation assets and supplies wholesale electricity, including to data centers.

6 tracked filer(s) hold this · 0 opened, 2 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 62 — mean of 6 scored holder(s) · buyers (new/add) avg 68. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Scott Ferguson / Sachem Head66Added +55%1,547,500$494,008,42511.9%
Howard Marks / Oaktree70Added +129%1,443,351$460,760,9372.4%
MFN Partners Management, LP (auto-surfaced)82Holds (flat)3,000,000$957,690,00020.1%
Bridgewater55Holds (flat)266,099$84,946,7840.4%
Louis Bacon / Moore56Trimmed -55%22,500$7,182,6750.1%
Ancora42Trimmed -24%2,223$709,6480.0%

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3 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 1 mention(s), 0 personal-position post(s) · first 2026-02-21 · last 2026-02-21

“This is a riskier option for maximum returns using OTM options in an extremely low volatility ETF in $XLU for US power/grid exposure. You won't get the same returns from $VST, $CEG, or $TLN, even if they double. Don't need to pick individual winners with ETFs, sector as a whole should benefit.” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-02-21This is a riskier option for maximum returns using OTM options in an extremely low volatility ETF in $XLU for US power/grid exposure. You won't get the same returns from $VST, $CEG, or $TLN, even if they double. Don't need to pick individual winners with ETFs, sector as a whole should benefit. · 66 likes · 32,602 views

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.