Concurrent Investment Advisors, LLC

Position in TLN — Talen Energy Corp

CIK 2001015 Tampa, FL

Back to TLN Full portfolio

Position in TLN

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

Position Value

$879,570

+$482,130 QoQ

Shares Held

2,289

+83.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#345

of 639 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TLN Over Time

Shares Held

Position Value (USD)

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $8,722,034 across 5 Utilities - Independent Power Producers names. TLN ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	20,196	$3,203,691
2	CEG	Constellation Energy Corp	8,488	$2,108,164
3	OKLO	Oklo Inc.	24,528	$1,283,550
4	NRG	Nrg Energy, Inc.	8,538	$1,247,059
5	TLN	Talen Energy Corp This page	2,289	$879,570

All Filings in TLN

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$879,570	2,289	+83.9%	Shares	Sole	2026-07-27
2026-03-31	$397,440	1,245	+35.3%	Shares	Sole	2026-04-21
2025-12-31	$344,852	920	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.