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TALEN ENERGY CORP

TLN

Holders

1

Combined Value

$580.34M

Combined Shares

1,817,947

Current Price

$360.54

52W High

$451.28

vs 52W High

−20.1%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$128.81$244.14$359.48$474.81Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q3 2024 · implied price $178.24Q4 2024 · implied price $201.47Q1 2025 · implied price $199.67Q2 2025 · implied price $290.77Q3 2025 · implied price $425.38Q4 2025 · implied price $374.84Q1 2026 · implied price $319.23Stephen Mandel - Lone Pine Capital · bought 856,215 shares @ ~$178.24 · Q3 2024 (new position)Stephen Mandel - Lone Pine Capital · bought 233,165 shares @ ~$201.47 · Q4 2024Stephen Mandel - Lone Pine Capital · bought 103,136 shares @ ~$425.38 · Q3 2025Daniel Loeb - Third Point · sold 435,000 shares @ ~$425.38 · Q3 2025Stephen Mandel - Lone Pine Capital · bought 100,000 shares @ ~$374.84 · Q4 2025Daniel Loeb - Third Point · sold 350,000 shares @ ~$425.38 · Q4 2025 (sold out)Stephen Mandel - Lone Pine Capital · bought 525,431 shares @ ~$319.23 · Q1 2026Daniel Loeb - Third Point · bought 585,000 shares @ ~$199.67 · Q1 2025 (new position)Daniel Loeb - Third Point · bought 200,000 shares @ ~$290.77 · Q2 2025BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$580.34M4.63%~$246.80+46.1%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Stephen Mandel - Lone Pine CapitalBUY+$167.73M~$319.23
Q4 2025Daniel Loeb - Third PointSOLD OUT−$148.88M~$425.38
Q4 2025Stephen Mandel - Lone Pine CapitalBUY+$37.48M~$374.84
Q3 2025Daniel Loeb - Third PointSELL−$185.04M~$425.38
Q3 2025Stephen Mandel - Lone Pine CapitalBUY+$43.87M~$425.38
Q2 2025Daniel Loeb - Third PointBUY+$58.15M~$290.77
Q1 2025Daniel Loeb - Third PointNEW BUY+$116.81M~$199.67
Q4 2024Stephen Mandel - Lone Pine CapitalBUY+$46.98M~$201.47
Q3 2024Stephen Mandel - Lone Pine CapitalNEW BUY+$152.61M~$178.24

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202611,817,947+40.7%$580.34M$319.23
Q4 202511,292,516-16.2%$484.49M$374.84
Q3 202521,542,516-17.7%$656.16M$425.38
Q2 202521,874,380+11.9%$545.01M$290.77
Q1 202521,674,380+53.7%$334.32M$199.67
Q4 202411,089,380+27.2%$219.48M$201.47
Q3 20241856,215—$152.61M$178.24