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Disclosery

Teilinger Capital Ltd.

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13F filer, CIK 1531879, HOUSTON, TX

Teilinger Capital Ltd. reported $714,235,092 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 100% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001546531-26-000017

Period
2026-06-30
Reported value
$714M
Holdings
11
Top 10 weight
100%
New
0
Sold out
4

Part of the filer group Teilinger Capital Ltd.

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NRGadded+35,000$5.11M
PCGadded+150,000$2.52M
DTEadded+10,000$1.52M
XELadded+10,000$803K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PPLexited-170,000-$6.49M
BABAreduced-54,004-$5.18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001546531-26-000017, largest first. % of portfolio is the value over $151,444,764, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,000 shares; 2024Q4: 250,000 shares; 2025Q1: 360,000 shares; 2025Q2: 300,000 shares; 2025Q3: 205,000 shares; 2025Q4: 355,000 shares; 2026Q1: 660,000 shares; 2026Q2: 670,000 shares 670,000$53.8M35.53%+10,000Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,000 shares; 2026Q1: 330,000 shares; 2026Q2: 340,000 shares 340,000$51.8M34.21%+10,000Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700,000 shares; 2024Q4: 500,000 shares; 2025Q1: 1,025,000 shares; 2025Q2: 1,300,000 shares; 2025Q3: 300,000 shares; 2025Q4: not reported; 2026Q1: 1,600,000 shares; 2026Q2: 1,750,000 shares 1,750,000$29.4M19.44%+150,000Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares; 2026Q2: 70,000 shares 70,000$10.2M6.75%+35,000Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 118,304 shares; 2026Q2: 64,300 shares 64,300$6.17M4.08%-54,004Timeline
NET POWER INCNET POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000$7.25K<0.01%0

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SNDKSANDISK CORP COMput95,900$218M-174,100
BABAALIBABA GROUP HLDG LTD SPONSORED ADSput1,534,400$147M-838,600
BEBLOOM ENERGY CORP COMput334,000$101M-368,800
BABAALIBABA GROUP HLDG LTD SPONSORED ADScall985,100$94.5M-854,400
BEBLOOM ENERGY CORP COMcall6,000$1.82M-184,100

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SNDKSANDISK CORP270,000$172Mcall
TSLATESLA INC180,000$66.9Mcall
TSLATESLA INC140,000$52Mput
PPLPPL CORP170,000$6.49Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001546531-26-000017 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001546531-26-000017 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001546531-26-000009 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001546531-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001546531-25-000018 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001546531-25-000006 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001546531-25-000002 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001531879-25-000031 Quarter ended 2024-12-312025-02-05acceptance time not in the bulk data set
13F-HR 0001546531-24-000018 Quarter ended 2024-09-302024-10-16acceptance time not in the bulk data set
13F-HR/A 0001546531-24-000002 Quarter ended 2023-03-312024-08-08acceptance time not in the bulk data set
13F-HR/A 0001546531-24-000003 Quarter ended 2023-06-302024-08-08acceptance time not in the bulk data set
13F-HR/A 0001546531-24-000005 Quarter ended 2023-12-312024-08-08acceptance time not in the bulk data set
13F-HR/A 0001546531-24-000006 Quarter ended 2024-03-312024-08-08acceptance time not in the bulk data set
13F-HR/A 0001546531-24-000004 Quarter ended 2023-09-302024-08-08acceptance time not in the bulk data set
13F-HR 0001546531-24-000012 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0001531879-24-000005 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001531879-24-000001 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001546531-23-000014 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001546531-23-000008 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001575283-23-000001 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001546531-23-000003 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001531879-22-000013 Quarter ended 2022-09-302022-11-15acceptance time not in the bulk data set
13F-HR 0001531879-22-000005 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001531879-22-000001 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001546531-22-000002 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001531879-21-000016 Quarter ended 2021-09-302021-11-09acceptance time not in the bulk data set
13F-HR 0001531879-21-000011 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR/A 0001531879-21-000012 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001531879-21-000004 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001531879-21-000003 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001531879-20-000013 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001531879-20-000009 Quarter ended 2020-06-302020-08-06acceptance time not in the bulk data set
13F-HR 0001531879-20-000005 Quarter ended 2020-03-312020-05-08acceptance time not in the bulk data set
13F-HR 0001531879-20-000001 Quarter ended 2019-12-312020-01-29acceptance time not in the bulk data set
13F-HR 0001531879-19-000012 Quarter ended 2019-09-302019-10-31acceptance time not in the bulk data set
13F-HR 0001531879-19-000008 Quarter ended 2019-06-302019-07-22acceptance time not in the bulk data set
13F-HR/A 0001531879-19-000007 Quarter ended 2019-03-312019-07-18acceptance time not in the bulk data set
13F-HR 0001531879-19-000002 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-NT 0001546531-19-000004 Quarter ended 2018-12-312019-02-11acceptance time not in the bulk data set
13F-NT 0001546531-18-000008 Quarter ended 2018-09-302018-11-09acceptance time not in the bulk data set
13F-NT 0001531879-18-000002 Quarter ended 2018-06-302018-08-08acceptance time not in the bulk data set
13F-NT 0001546085-18-000003 Quarter ended 2018-03-312018-05-02acceptance time not in the bulk data set
13F-NT 0001531879-18-000001 Quarter ended 2017-12-312018-02-12acceptance time not in the bulk data set
13F-HR 0001546531-17-000011 Quarter ended 2017-09-302017-11-09acceptance time not in the bulk data set
13F-HR 0001531879-17-000004 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001531879-17-000003 Quarter ended 2017-03-312017-05-02acceptance time not in the bulk data set
13F-HR 0001531879-17-000002 Quarter ended 2016-12-312017-01-06acceptance time not in the bulk data set
13F-HR 0001531879-16-000015 Quarter ended 2016-09-302016-11-10acceptance time not in the bulk data set
13F-HR/A 0001531879-16-000014 Quarter ended 2016-06-302016-07-27acceptance time not in the bulk data set
13F-HR 0001531879-16-000013 Quarter ended 2016-06-302016-07-27acceptance time not in the bulk data set
13F-HR 0001531879-16-000011 Quarter ended 2016-03-312016-05-02acceptance time not in the bulk data set
13F-HR 0001531879-16-000009 Quarter ended 2015-12-312016-02-10acceptance time not in the bulk data set
13F-HR 0001531879-15-000008 Quarter ended 2015-09-302015-11-06acceptance time not in the bulk data set
13F-HR 0001531879-15-000007 Quarter ended 2015-06-302015-08-12acceptance time not in the bulk data set
13F-HR 0001531879-15-000004 Quarter ended 2015-03-312015-05-07acceptance time not in the bulk data set
13F-HR/A 0001531879-15-000002 Quarter ended 2014-12-312015-02-12acceptance time not in the bulk data set
13F-HR 0001531879-15-000001 Quarter ended 2014-12-312015-02-12acceptance time not in the bulk data set
13F-HR 0001531879-14-000006 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0001531879-14-000002 Quarter ended 2014-06-302014-08-12acceptance time not in the bulk data set
13F-HR 0001535984-14-000006 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001531879-14-000001 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001535984-13-000008 Quarter ended 2013-09-302013-11-13acceptance time not in the bulk data set
13F-HR 0001531879-13-000003 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set