KINGSWOOD WEALTH ADVISORS, LLC

Position in TLN — Talen Energy Corp

CIK 1987855 SAN DIEGO, CA

Position in TLN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$792,728

+$285,472 QoQ

Shares Held

2,063

+29.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#354

of 639 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $4,043,710 across 5 Utilities - Independent Power Producers names. TLN ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	5,855	$1,454,206
2	VST	Vistra Corp.	5,630	$893,086
3	TLN	Talen Energy Corp This page	2,063	$792,728
4	OKLO	Oklo Inc.	10,495	$549,203
5	NRG	Nrg Energy, Inc.	2,427	$354,487

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,728	2,063	+29.8%	Shares	Sole	2026-07-27
2026-03-31	$507,256	1,589	+53.7%	Shares	Sole	2026-04-28
2025-12-31	$387,584	1,034	-37.1%	Shares	Sole	2026-01-28
2025-06-30	$478,025	1,644	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.