Summit Financial, LLC

Position in TLN — Talen Energy Corp

CIK 1765536 PARSIPPANY, NJ

Position in TLN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$240,546

-$110,607 QoQ

Shares Held

626

-43.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#494

of 639 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $6,729,886 across 5 Utilities - Independent Power Producers names. TLN ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	18,828	$4,676,310
2	VST	Vistra Corp.	5,100	$809,013
3	OKLO	Oklo Inc.	11,907	$623,093
4	NRG	Nrg Energy, Inc.	2,608	$380,924
5	TLN	Talen Energy Corp This page	626	$240,546

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,546	626	-43.1%	Shares	Sole	2026-08-12
2026-03-31	$351,153	1,100	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$419,071	1,118	-21.2%	Shares	Sole	2026-02-13
2025-09-30	$603,188	1,418	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$403,879	1,389	-6.5%	Shares	Sole	2025-08-13
2025-03-31	$296,509	1,485	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$296,160	1,470	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.