Talen Energy Corp (TLN)
NASDAQ · Utilities · Electric Services
- Price
- $294.54
- Day
- -1.81%
- Market cap
- $14.11B
Close 2026-09-22.
The company
Our Operations Our Fleet The following discussion provides a brief overview of our fleet. See “Item 2. Properties” for additional information on each of our facilities Highly efficient baseload generation. We own and ope rate over 5.7 GW o f low- and zero-carbon baseload generation, including a 90% interest in, the 2.5 GW Susquehanna facility, the seventh largest nuclear-powered generation facility in the U.S. In 2025, we produced approximately 17 TWh of reliable, zero-carbon power from Susquehanna at a low all-in cost of approximately $27 per MWh, while also maintaining excellent safety and operational performance (when measured by standards adopted by the nuclear industry) . While Susquehanna has typically comprised approximately half of our total annual generation, we recently added an additional 2.8 GW of low-carbon generation—the equivalent of more than the entire Susquehanna plant—through our recent acquisitions of Freedom and Guernsey, which are some of the new newest, most highly-efficient H-class combined-cycle baseload natural gas facilities in the market. We also recently entered into an agreement to acquire the Lawrenceburg Power Plant and Waterford Energy Center, combined-cycle baseload natural gas facilities totaling an additional 2.0 GW in Indiana and Ohio, as part of the pending Cornerstone Acquisition.
From Item 1: Our Operations · Our Fleet.
By product & service
- Energy and Other — 83%
- Operating Revenue Capacity — 19%
- Commodity Contracts Unrealized Gain Loss — -2%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- Rubric Capital Management LP — $1.38B
- MFN Partners Management, LP — $1.15B
- BlackRock, Inc. — $1.04B
- ECP ControlCo, LLC — $922.22M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $832.68M
- VANGUARD CAPITAL MANAGEMENT LLC — $789.07M
- FRED ALGER MANAGEMENT, LLC — $594.25M
- STATE STREET CORP — $530.24M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- ABBAS GIZMAN I (Director) sold 2,600 shares at $380.00 on 2026-06-15
- Rubric Capital Management LP (TenPercentOwner) sold 7,950 shares at $292.82 on 2025-06-27
- Rubric Capital Management LP (TenPercentOwner) sold 2,365 shares at $293.34 on 2025-06-27
- Rubric Capital Management LP (TenPercentOwner) sold 12,290 shares at $294.65 on 2025-06-27
- Rubric Capital Management LP (TenPercentOwner) sold 51,810 shares at $295.62 on 2025-06-27
- Rubric Capital Management LP (TenPercentOwner) sold 76,545 shares at $296.38 on 2025-06-27
Recent filings
- 8-K/A — 2026-08-12
- 10-Q — 2026-08-05
- 8-K — 2026-08-05
- 4 — 2026-07-15
- 8-K — 2026-07-14
- SCHEDULE 13G — 2026-06-23
- S-3ASR — 2026-06-18
- 8-K/A — 2026-06-18
- 4 — 2026-06-17
- 144 — 2026-06-15