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Teilinger Capital Ltd.

SEC CIK
0001531879
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
6
−1 vs. Q3 2025
Portfolio value
$98.1M
+$4.90M (+5.3%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Teilinger Capital Ltd. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
EVRGEvergy, Inc.Stock430,000$31.2M31.8%−150,000−25.9%ReducedHistory
DTEDte Energy CoCOM240,000$31.0M31.6%+240,000NewHistory
XELXcel Energy IncStock355,000$26.2M26.7%+150,000+73.2%AddedHistory
PPLPPL CorpCOM215,000$7.53M7.7%+100,000+87.0%AddedHistory
BABAAlibaba Group Holding LtdADR15,000$2.20M2.2%+15,000NewHistory
Net Power Inc.64107A113*W EXP 06/08/20225,000$12.5K<0.1%00.0%Unchanged–

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Teilinger Capital Ltd. in Q4 2025
SecurityClassPutsCalls
TSLATesla, Inc.Stock$1.04B$310.3M
MUMicron Technology IncStock$200.2M$48.5M
BABAAlibaba Group Holding LtdADR$151.4M$75.7M

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Teilinger Capital Ltd. sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ETREntergy CorpCOM190,000$17.7M19.0%History
NEENextera Energy IncStock80,000$6.04M6.5%History
PCGPG&E CorpStock300,000$4.52M4.9%History