Teilinger Capital Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Teilinger Capital Ltd. reported 5 stock positions worth $151.4 million. Its top holding was Xcel Energy (XEL) at 35.5% of the portfolio, followed by DTE Energy (DTE, 34.2%) and P G & E (PCG, 19.4%). Compared with Q1 2026, it sold out of 1, added to 4 and reduced 1. The biggest buy was NRG Energy (NRG, shares +100%) and the biggest sale Alibaba Group Holding-SP ADR (BABA, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001531879
- Portfolio Value
- $151.4M (Q2 2026)
- SEC Filing
- 0001546531-26-000017 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $151.4M
| XEL Xcel Energy Inc. | 35.53% | 670,000 | $53.8M | Add +1.5% |
| DTE DTE Energy Company | 34.21% | 340,000 | $51.8M | Add +3.0% |
| PCG P G & E Corp. | 19.44% | 1,750,000 | $29.4M | Add +9.4% |
| NRG NRG Energy Inc. | 6.75% | 70,000 | $10.2M | Add +100.0% |
| BABA Alibaba Group Holding-SP ADR | 4.08% | 64,300 | $6.2M | Reduce -45.6% |
Options reported separately and not counted above: SNDK puts ($218.1M), BABA puts ($147.3M), BE puts ($101.1M), BABA calls ($94.5M), BE calls ($1.8M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $7K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NPWR.WS Rice Acquisition Corp. II-CW | *W EXP 06/08/202 | 25,000 | $7K | No change |
Total filed on the 13F, all lines: $151.4M.
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| SNDK Sandisk Corp. | put | Reduce -64.5% | 95,900 | $218.1M |
| SNDK Sandisk Corp. | call | Sold out | 270,000 | $171.5Mbefore exit |
| BABA Alibaba Group Holding-SP ADR | put | Reduce -35.3% | 1,534,400 | $147.3M |
| BE Bloom Energy Corp. Class A | put | Reduce -52.5% | 334,000 | $101.1M |
| BABA Alibaba Group Holding-SP ADR | call | Reduce -46.5% | 985,100 | $94.5M |
| TSLA Tesla Inc. | call | Sold out | 180,000 | $66.9Mbefore exit |
| TSLA Tesla Inc. | put | Sold out | 140,000 | $52.0Mbefore exit |
| BE Bloom Energy Corp. Class A | call | Reduce -96.8% | 6,000 | $1.8M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $151.4M | XEL, DTE, PCG, NRG, BABA |
| Q1 2026 | 6 | $155.2M | XEL, DTE, PCG, BABA, PPL |
| Q4 2025 | 5 | $98.1M | EVRG, DTE, XEL, PPL, BABA |
| Q3 2025 | 6 | $93.2M | EVRG, ETR, XEL, NEE, PCG |
| Q2 2025 | 4 | $97.9M | EVRG, XEL, PCG, ETR |
| Q1 2025 | 6 | $100.0M | EVRG, XEL, PCG, NVDA, D |
| Q4 2024 | 10 | $131.2M | EVRG, MSTR, XEL, PPL, PCG |
| Q3 2024 | 7 | $166.8M | PPL, EVRG, CNP, XEL, PCG |
| Q2 2024 | 13 | $209.9M | NOVAQ, XEL, PPL, EVRG, USMV |
| Q1 2024Amended | 13 | $233.0M | USMV, NOVAQ, IEI, PPL, NI |