Position in TLN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$297,417
+$45,864 QoQ
Shares Held
774
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#465
of 639 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $1,604,963 across 3 Utilities - Independent Power Producers names. TLN ranks #2 (18.5% of the industry book) .
All Filings in TLN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,417 | 774 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $251,553 | 788 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $304,744 | 813 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $345,833 | 813 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $236,396 | 813 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $163,795 | 813 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||