Teilinger Capital Ltd.
- SEC CIK
- 0001531879
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 11
- +3 vs. Q3 2024
- Portfolio value
- $131.3M
- −$35.6M (−21.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EVRGEvergy, Inc. | Stock | 650,000 | $40.0M | 30.5% | −50,000−7.1% | Reduced | History |
| MSTRStrategy Inc | Stock | 65,000 | $18.8M | 14.3% | +65,000 | New | History |
| XELXcel Energy Inc | Stock | 250,000 | $16.9M | 12.9% | −75,000−23.1% | Reduced | History |
| PPLPPL Corp | COM | 490,000 | $15.9M | 12.1% | −1,010,000−67.3% | Reduced | History |
| PCGPG&E Corp | Stock | 500,000 | $10.1M | 7.7% | −200,000−28.6% | Reduced | History |
| ESEversource Energy | Stock | 150,000 | $8.61M | 6.6% | +150,000 | New | History |
| NRGNRG Energy, Inc. | Stock | 90,000 | $8.12M | 6.2% | +90,000 | New | History |
| CNPCenterpoint Energy Inc | COM | 160,000 | $5.08M | 3.9% | −740,000−82.2% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 19,000 | $4.08M | 3.1% | +19,000 | New | History |
| NOVASunnova Energy International Inc. | COM | 1,045,991 | $3.59M | 2.7% | +1,045,991 | New | History |
| Net Power Inc.64107A113 | *W EXP 06/08/202 | 25,000 | $90.0K | 0.1% | 00.0% | Unchanged | – |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.