Teilinger Capital Ltd.
HOUSTON, TX · CIK 1531879 · 13F filing filed 2026-08-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyHouston, TX
$151.4m
reported value
-2.5% vs Q1 2026
6positions
100.0%in top 10
0 new
4 added
1 reduced
1 sold out
vs Q1 2026
Options: 2 call positions ($96.4m notional), 3 put positions ($466.4m notional) – listed below, not included above.
This report includes the holdings of 3 other managers that share the investment decisions:
- Vitol Holding B.V. – files its own report too
- Teilinger Investments SA – reports through this filing
- Vitol Holding SARL – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| XCEL ENERGY INC XEL | $53.8m35.53% | Added +10.0k |
| DTE ENERGY CO DTE | $51.8m34.21% | Added +10.0k |
| PG&E CORP PCG | $29.4m19.44% | Added +150.0k |
| NRG ENERGY INC NRG | $10.2m6.75% | Added +35.0k |
| ALIBABA GROUP HLDG LTD BABA | $6.2m4.08% | Reduced -54.0k |
| NET POWER INC NPWR.WS | $7.2k0.00% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| PPL CORP PPL | $6.5m170.0k shares |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| SANDISK CORP SNDK · Put | $218.1m95.9k shares | Reduced |
| ALIBABA GROUP HLDG LTD BABA · Put | $147.3m1.5m shares | Reduced |
| BLOOM ENERGY CORP BE · Put | $101.1m334.0k shares | Reduced |
| ALIBABA GROUP HLDG LTD BABA · Call | $94.5m985.1k shares | Reduced |
| BLOOM ENERGY CORP BE · Call | $1.8m6.0k shares | Reduced |