Position in TLN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$202,889
New position
Shares Held
528
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#515
of 639 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,300,373 across 2 Utilities - Independent Power Producers names. TLN ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
8,445 | $2,097,484 | |
| 2 | TLN |
Talen Energy Corp
This page
|
528 | $202,889 |
All Filings in TLN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,889 | 528 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||