Whipplewood Advisors, LLC

Position in TLN — Talen Energy Corp

CIK 2052510 LITTLETON, CO

Position in TLN

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

Position Value

$32,662

-$82,899 QoQ

Shares Held

-76.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#555

of 639 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $57,140 across 4 Utilities - Independent Power Producers names. TLN ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TLN	Talen Energy Corp This page	85	$32,662
2	NRG	Nrg Energy, Inc.	85	$12,415
3	VST	Vistra Corp.	51	$8,090
4	CEG	Constellation Energy Corp	16	$3,973

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,662	85	-76.5%	Shares	Sole	2026-07-27
2026-03-31	$115,561	362	+5933.3%	Shares	Sole	2026-04-30
2025-12-31	$2,249	6	-99.1%	Shares	Sole	2026-02-17
2025-06-30	$200,921	691	+145.0%	Shares	Other	2025-07-31
2025-03-31	$6,588	282	+7.2%	Shares	Sole	2025-04-10
2024-12-31	$52,985	263	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.