David M. Polen
Polen Capital Management
Polen Capital Management Talen Energy Corp stake
total: 588
Polen Capital Management TLN trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 1,473 Talen Energy Corp (TLN) shares with a market value of roughly $566.02K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $301.95 for "buy" trades and estimated average "sell" price is $385.26. Polen Capital Management first purchased TLN in 2025 Q2, initially acquiring 5,826 shares. Since the initial investment in Talen Energy Corp (TLN), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Talen Energy Corp (TLN)?
Polen Capital Management first invested in Talen Energy Corp (TLN) in 2025 Q2 at the reported quarter-end price of $290.77 per share.
What's the cost basis of Polen Capital Management's TLN stake?
The estimated cost basis for Talen Energy Corp (TLN) stake is around $301.95 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $301.95
- Weighted AVG sell price:
- $385.26
Polen Capital Management's historical trades in Talen Energy Corp
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
1,473
|
$384.26
|
$566,015
|
+115.98% (+791)
|
+0%
|
|
2026 Q1
|
0.00%
|
682
|
$319.23
|
$217,715
|
-49.44% (-667)
|
-0%
|
|
2025 Q4
|
0.00%
|
1,349
|
$374.84
|
$505,659
|
-66.54% (-2,683)
|
-0%
|
|
2025 Q3
|
0.01%
|
4,032
|
$425.38
|
$1,715,132
|
-30.79% (-1,794)
|
-0%
|
|
2025 Q2
|
0.01%
|
5,826
|
$290.77
|
$1,694,026
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.