Teilinger Capital Ltd.
- SEC CIK
- 0001531879
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 5
- −2 vs. Q1 2025
- Portfolio value
- $97.9M
- −$2.09M (−2.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EVRGEvergy, Inc. | Stock | 680,000 | $46.9M | 47.9% | −70,000−9.3% | Reduced | History |
| XELXcel Energy Inc | Stock | 300,000 | $20.4M | 20.9% | −60,000−16.7% | Reduced | History |
| PCGPG&E Corp | Stock | 1,300,000 | $18.1M | 18.5% | +275,000+26.8% | Added | History |
| ETREntergy Corp | COM | 150,000 | $12.5M | 12.7% | +150,000 | New | History |
| Net Power Inc.64107A113 | *W EXP 06/08/202 | 25,000 | $8.25K | <0.1% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ADBEAdobe Inc. | Stock | – | $4.72M |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.