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Teilinger Capital Ltd.

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13F filer, CIK 1531879, HOUSTON, TX

Teilinger Capital Ltd. reported $115,116,471 across 9 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001546531-25-000018

Period
2025-09-30
Reported value
$115M
Holdings
9
Top 10 weight
100%
New
4
Sold out
1

Part of the filer group Teilinger Capital Ltd.

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NEEnew+80,000$6.04M
PPLnew+115,000$4.27M
ETRadded+40,000$3.73M

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
PCGreduced-1,000,000-$15.1M
XELreduced-95,000-$7.66M
EVRGreduced-100,000-$7.6M

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, Q3 2025

Share positions as resolved from 13F-HR 0001546531-25-000018, largest first. % of portfolio is the value over $93,186,300, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: 650,000 shares; 2025Q1: 750,000 shares; 2025Q2: 680,000 shares; 2025Q3: 580,000 shares 580,000$44.1M47.32%-100,000Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,000 shares; 2025Q3: 190,000 shares 190,000$17.7M19%+40,000Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 250,000 shares; 2025Q1: 360,000 shares; 2025Q2: 300,000 shares; 2025Q3: 205,000 shares 205,000$16.5M17.74%-95,000Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,000 shares 80,000$6.04M6.48%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: 500,000 shares; 2025Q1: 1,025,000 shares; 2025Q2: 1,300,000 shares; 2025Q3: 300,000 shares 300,000$4.52M4.85%-1,000,000Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500,000 shares; 2024Q4: 490,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,000 shares 115,000$4.27M4.59%newTimeline
NET POWER INCNET POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000$18.8K0.02%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
BABAALIBABA GROUP HLDG LTD SPONSORED ADScall110,100$19.7Mnew
BABAALIBABA GROUP HLDG LTD SPONSORED ADSput12,600$2.25Mnew

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ADBEADOBE INC12,200$4.72Mcall

How Q3 2025 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 0001546531-25-000018 base2025-11-14acceptance time not in the bulk data set