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Nuclear stocks / Nuclear utilities / Nuclear utility

Talen Energy

NASDAQ:TLNUnited Stateswebsite

Talen Energy is a utility with a nuclear fleet listed on the NASDAQ as TLN, with operations in United States, tracked under the nuclear utilities stage. On this site it is joined to 1 tracked reactor project, 1 datacenter deal, 1 operated reactor site, each shown below with its own source.

Market cap

$17.65B

live · primary listing

Share price

$373.11

NASDAQ:TLN · -13.4% 1y

Dividend yield

—

analyst target $455.65 (17 analysts)

Segment

Nuclear utility

United States

Headline figures

2,660 MWOperated nuclear capacity · 2 operating units at 1 site operated, not owned share (GEM)[1]
  • Susquehanna2,6602 units · United Statessource
1,920 MWDatacenter offtake, firm · 1,920 MW announced across 1 deal (overlaps deduped); firm = signed, binding[1]
  • Amazon (AWS)1,920signed · bindingsource
1,920 MWTracked reactor pipeline · 1,920 MW operational[1]
  • Susquehanna (AWS campus)1,920BWR (existing) · operational · target 2025source

TLN share price

US$373.11US$-57.930 (-13.44%)1Y
real · EODHD end-of-day closes, primary listingyellowcakeanalytics.com

What they do

  • Owns 90% of the 2,494 MW Susquehanna nuclear station in Pennsylvania, 2,245 MW of ownership capacity.
  • Counterparty to Amazon's Susquehanna data-center power agreement recorded in the deal book.

GEM files Susquehanna under PPL Susquehanna, the pre-spin-off operator name; Talen operates the station today.

Reportable nuclear segment: Nuclear is a disclosed generation line in the FY2025 Form 10-K properties table; the owned capacity and its share of the fleet are cited below.

Owned nuclear capacity: 2,245 MW as of 2025-12-31. Item 2 lists Susquehanna at 2,494 MW with 90% ownership (2,245 MW ownership), fuel type nuclear, plant type baseload.

On this site

Reactor projects tracker →

  • Susquehanna (AWS campus)BWR (existing) · 1,920 MW · operational · target 2025 · Amazon (AWS)source

Datacenter deals deal book →

  • Amazon (AWS)1,920 MW · signed · firm · Susquehanna Steam Electric Stationsource

Firm means signed and binding; investments and memoranda never count as contracted power.

Operated reactor sites map →

  • Susquehanna2,660 MW · 2 units · United Statessource

Operated site capacity, not ownership share. Source: Global Energy Monitor, Global Nuclear Power Tracker, September 2025 release (CC BY 4.0).

Frequently asked questions

What does Talen Energy do?
Houston-based independent power producer whose principal asset is a 90% interest in the 2,494 MW Susquehanna nuclear station in Pennsylvania (2,245 MW ownership), the site of the Amazon data-center campus and power agreement. Owns 90% of the 2,494 MW Susquehanna nuclear station in Pennsylvania, 2,245 MW of ownership capacity. Each statement links to the company disclosure that supports it.
Where does Talen Energy sit in the nuclear value chain?
Talen Energy is tracked under the nuclear utilities stage as a utility with a nuclear fleet. Reportable nuclear segment: Nuclear is a disclosed generation line in the FY2025 Form 10-K properties table; the owned capacity and its share of the fleet are cited below.
Which reactor projects is Talen Energy tied to?
Susquehanna (AWS campus) (1920 MW, operational): 1,920 MW of disclosed nameplate across 1 tracked project, each cited on the reactors tracker.
Does Talen Energy have datacenter power deals?
The deal book records 1 deal naming Talen Energy as counterparty (Amazon (AWS)): 1,920 MW announced, of which 1,920 MW is signed and binding. Investments and memoranda are never counted as firm.
How much nuclear capacity does Talen Energy operate?
Talen Energy operates 2 units at 1 site totalling 2,660 MW, per Global Energy Monitor, Global Nuclear Power Tracker, September 2025 release (CC BY 4.0). Operated site capacity is not ownership share; the company's own filing states 2,245 MW owned.
Where does Talen Energy stock trade?
Talen Energy trades on the NASDAQ under the ticker TLN. The market cap shown on this page is computed live from the primary listing.
Real

Figures on this page come from the cited disclosures and datasets; the tracker methodology explains stages, materiality tiers and staleness rules. Prices refresh hourly. Informational only, not investment advice.

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