Talen Energy Corp: which funds bought and sold

Institutions that bought and sold Talen Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 376 institutions that filed 13F reports for both quarters added to or opened positions in Talen Energy, and 263 cut or closed them. Together they added a net 2.3M shares, +5.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.2M shares (−5.7%); index fund managers were net buyers of 479K shares (+4.1%). 138 opened a new position and 73 sold out entirely.

Bought, Q2 2026 376 institutions, 138 of them new holders Sold, Q2 2026 263 institutions, 73 of them sold out

Net change, all compared +2.3M shares (+5.0%)

Net change, active managers −1.2M shares (−5.7%), 47 bought, 43 sold

Buyers versus sellers

institutions compared, 707

376 bought 68 263 sold

Active managers and hedge funds 47 bought · 43 sold · −1.2M

Index fund managers 11 bought · 1 sold · +479K

Other institutions 318 bought · 219 sold · +3.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ecp Controlco, LLC	+2.4M New position	2.4M	$922M
Assenagon Asset Management S.A.	+716K +466.7%	869K	$334M
Jane Street Group, LLC	+449K +6744.4%	456K	$175M
Fred Alger Management, LLC Active manager	+361K +30.4%	1.5M	$594M
Boston Partners Active manager	+281K +1057.5%	308K	$118M
Blackrock, Inc. Index funds	+265K +6.5%	4.4M	$1.7B
Goldman Sachs Group Inc	+204K +73.1%	483K	$186M
Merewether Investment Management, LP	+155K New position	155K	$59.5M
Carronade Capital Management, LP Hedge fund	+151K +23.4%	796K	$306M
Yaupon Capital Management LP Hedge fund	+114K +144.6%	194K	$74.4M
Capital Research Global Investors Active manager	+113K +35.1%	436K	$167M
Qube Research & Technologies Ltd Hedge fund	+109K New position	109K	$41.7M
Attestor Capital Ltd	+108K +22.4%	587K	$226M
Summit Partners Public Asset Management, LLC	+90K New position	90K	$34.6M
Marsico Capital Management LLC Active manager	+82K New position	82K	$31.6M
Maple Rock Capital Partners Inc. Hedge fund	+80K New position	80K	$30.9M
Barclays PLC	+79K +57.0%	216K	$83.2M
Brookfield Corp	+74K +19942.3%	74K	$28.6M
Vanguard Portfolio Management LLC Index funds	+71K +3.4%	2.2M	$833M
T. Rowe Price Investment Management, Inc. Active manager	+64K +87.8%	138K	$52.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fred Alger Management, LLC Active manager	+361K +30.4%	1.5M	$594M
Boston Partners Active manager	+281K +1057.5%	308K	$118M
Carronade Capital Management, LP Hedge fund	+151K +23.4%	796K	$306M
Yaupon Capital Management LP Hedge fund	+114K +144.6%	194K	$74.4M
Capital Research Global Investors Active manager	+113K +35.1%	436K	$167M
Qube Research & Technologies Ltd Hedge fund	+109K New position	109K	$41.7M
Marsico Capital Management LLC Active manager	+82K New position	82K	$31.6M
Maple Rock Capital Partners Inc. Hedge fund	+80K New position	80K	$30.9M
T. Rowe Price Investment Management, Inc. Active manager	+64K +87.8%	138K	$52.9M
Maplelane Capital, LLC Hedge fund	+61K New position	61K	$23.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Lone Pine Capital LLC Hedge fund	−1.8M Sold out	0	—
Invesco Ltd.	−375K −38.9%	589K	$226M
Atalan Capital Partners, LP	−230K Sold out	0	—
Two Creeks Capital Management, LP	−214K −95.4%	10K	$4M
Sachem Head Capital Management LP Hedge fund	−178K −11.5%	1.4M	$526M
Glendon Capital Management LP	−177K −69.0%	80K	$30.7M
FMR LLC Active manager	−152K −27.9%	393K	$151M
Bridgewater Associates, LP Hedge fund	−145K −54.3%	122K	$46.7M
Citadel Advisors LLC Hedge fund	−110K −84.1%	21K	$8M
Voloridge Investment Management, LLC Hedge fund	−106K −41.6%	148K	$57M
Engineers Gate Manager LP Hedge fund	−91K Sold out	0	—
Amundi	−79K −92.5%	6,454	$2.5M
Covalis Capital LLP	−76K Sold out	0	—
Two Seas Capital LP Hedge fund	−72K −12.4%	507K	$195M
Allspring Global Investments Holdings, LLC	−63K −24.4%	195K	$70.3M
Pictet Asset Management Holding SA	−61K −18.2%	273K	$105M
Bw Gestao De Investimentos Ltda.	−59K Sold out	0	—
BNP Paribas Financial Markets	−58K −31.7%	125K	$48M
Artemis Investment Management LLP Active manager	−57K −29.6%	135K	$51.7M
Marshall Wace, LLP Hedge fund	−55K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lone Pine Capital LLC Hedge fund	−1.8M Sold out	0	—
Sachem Head Capital Management LP Hedge fund	−178K −11.5%	1.4M	$526M
FMR LLC Active manager	−152K −27.9%	393K	$151M
Bridgewater Associates, LP Hedge fund	−145K −54.3%	122K	$46.7M
Citadel Advisors LLC Hedge fund	−110K −84.1%	21K	$8M
Voloridge Investment Management, LLC Hedge fund	−106K −41.6%	148K	$57M
Engineers Gate Manager LP Hedge fund	−91K Sold out	0	—
Two Seas Capital LP Hedge fund	−72K −12.4%	507K	$195M
Artemis Investment Management LLP Active manager	−57K −29.6%	135K	$51.7M
Marshall Wace, LLP Hedge fund	−55K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ecp Controlco, LLC	2.4M	$922M
Merewether Investment Management, LP	155K	$59.5M
Qube Research & Technologies LtdHedge fund	109K	$41.7M
Summit Partners Public Asset Management, LLC	90K	$34.6M
Marsico Capital Management LLCActive manager	82K	$31.6M
Maple Rock Capital Partners Inc.Hedge fund	80K	$30.9M
Maplelane Capital, LLCHedge fund	61K	$23.5M
HRT Financial LP	35K	$13.3M
Capital Fund Management S.A.Hedge fund	32K	$12.2M
Incline Global Management LLC	31K	$11.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Lone Pine Capital LLCHedge fund	1.8M	$580M
Atalan Capital Partners, LP	230K	$73.3M
Engineers Gate Manager LPHedge fund	91K	$29M
Covalis Capital LLP	76K	$24.3M
Bw Gestao De Investimentos Ltda.	59K	$18.8M
Marshall Wace, LLPHedge fund	55K	$17.5M
Vaughan Nelson Investment Management, L.P.Active manager	46K	$14.7M
Lord, Abbett & Co. LLC	40K	$12.8M
Clearfield Capital Management LP	39K	$12.5M
Fund 1 Investments, LLC	35K	$11.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 641
Ten largest holders: 48.1%
Index fund managers: 24.9%
Active managers and hedge funds: 40.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	47	43	18	10	−1.2M	−5.7%
Index fund managers	11	1	0	0	+479K	+4.1%
Other institutions	318	219	120	63	+3.0M	+22.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Talen Energy.

Only managers that filed a holdings report for both quarters are compared (707 here). 13 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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