Position in TLN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,402,622
+$864,106 QoQ
Shares Held
8,855
+11.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#232
of 639 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $6,496,861 across 4 Utilities - Independent Power Producers names. TLN ranks #1 (52.4% of the industry book) .
All Filings in TLN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,402,622 | 8,855 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,538,516 | 7,952 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,477,015 | 9,276 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,592,759 | 8,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,244,453 | 7,719 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,397,490 | 6,999 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,287,191 | 6,389 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $845,927 | 4,746 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||