Teilinger Capital Ltd. reported 5 positions worth $151.44M for the quarter ended Jun 30, 2026, down 2.5% on the prior quarter. It opened 0 new positions, added to 4, trimmed 1 and exited 1. Its largest holding is Xcel Energy Inc at 35.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PPL PPL Corp | -170.0K | $6.49M | 4.18% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | XEL Xcel Energy Inc | Utilities | 670.0K | $53.80M | 35.53% | +10.0K | +1.5% | Added | 0.11% |
| 2 | DTE Dte Energy Co | Utilities | 340.0K | $51.81M | 34.21% | +10.0K | +3.0% | Added | 0.16% |
| 3 | PCG PG&E Corp | Utilities | 1.75M | $29.44M | 19.44% | +150.0K | +9.4% | Added | 0.08% |
| 4 | NRG Nrg Energy, Inc. | Utilities | 70.0K | $10.22M | 6.75% | +35.0K | +100.0% | Added | 0.03% |
| 5 | BABA Alibaba Group Holding Ltd | Technology | 64.3K | $6.17M | 4.08% | -54.0K | -45.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Teilinger Capital.
As of its Q2 2026 13F filing, Teilinger Capital Ltd.’s five largest positions were Xcel Energy Inc (XEL) at 35.5%, Dte Energy Co (DTE) at 34.2%, PG&E Corp (PCG) at 19.4%, Nrg Energy, Inc. (NRG) at 6.8%, Alibaba Group Holding Ltd (BABA) at 4.1% of the reported portfolio.
Teilinger Capital Ltd. reported a 13F portfolio worth $151.44M across 5 positions for Q2 2026. That is down 2.5% from the previous quarter.
Its largest purchases by value were Nrg Energy, Inc. ($5.11M), PG&E Corp ($2.52M), Dte Energy Co ($1.52M). It opened 0 new positions.
Its largest sales by value were PPL Corp ($6.49M), Alibaba Group Holding Ltd ($5.18M). It exited 1 positions entirely.
From the Form 13F-HR reports Teilinger Capital Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.