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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