Here’s What Boosted Talen Energy Corporation (TLN) in Q3

TLN -0.85%

Polen Capital, an investment management company, released its “Polen U.S. SMID Cap Growth Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here. The strategy returned 14.8% gross and 14.4% net of fees in the quarter, compared to the Russell 2500 Growth Index return of 10.7%. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

In its third-quarter 2025 investor letter, Polen U.S. SMID Cap Growth Strategy highlighted stocks such as Talen Energy Corporation (NASDAQ:TLN). Talen Energy Corporation (NASDAQ:TLN) is an independent power producer and infrastructure company. The one-month return of Talen Energy Corporation (NASDAQ:TLN) was -10.11%, and its shares gained 74.82% of their value over the last 52 weeks. On November 21, 2025, Talen Energy Corporation (NASDAQ:TLN) stock closed at $365.96 per share, with a market capitalization of $16.72 billion.

Polen U.S. SMID Cap Growth Strategy stated the following regarding Talen Energy Corporation (NASDAQ:TLN) in its third quarter 2025 investor letter:

"The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy, SoFi Technologies, and Talen Energy Corporation (NASDAQ:TLN).

Talen Energy Corporation (NASDAQ:TLN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held Talen Energy Corporation (NASDAQ:TLN) at the end of the second quarter, which was 80 in the previous quarter.   While we acknowledge the potential of Talen Energy Corporation (NASDAQ:TLN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Talen Energy Corporation (NASDAQ:TLN) and shared Alger Mid Cap Growth Fund's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.