Teilinger Capital Ltd.’s portfolio moves are tracked here quarter by quarter, based on the fund’s SEC Form 13F filings. These filings offer a snapshot of the fund’s U.S. equity holdings at the end of each reporting period, giving a rolling picture of where institutional capital is shifting over time. This page will be updated as each new 13F is filed, so bookmark it if you’re following Teilinger Capital Ltd.’s current holdings alongside other major funds.
Because 13F filings report position sizes as of the last day of the quarter rather than specific trade dates, all moves below are described as occurring during the quarter ending 2026-03-31, without implying an exact purchase or sale date.
Quarter Ending 2026-03-31: Key Moves
The largest new commitment this quarter was a position in Sandisk Corp (SNDK), opened at roughly $171.5 million, making it one of the fund’s more notable additions in recent memory. Teilinger Capital Ltd. also opened new positions in PG&E Corp (PCG) at about $28.1 million, Bloom Energy Corp (BE) at roughly $25.8 million, and NRG Energy Inc (NRG) at close to $5.1 million, pointing to fresh interest in utility and energy names.
Existing positions saw notable increases as well. The Xcel Energy Inc (XEL) stake doubled, rising from about $26.2 million to $52.4 million, while DTE Energy Co (DTE) grew 56%, from roughly $31.0 million to $48.3 million. Alibaba Group Hldg Ltd stood out with a 575% increase, expanding from about $2.2 million to $14.8 million, a sharp jump in relative terms even though the position remains modest in absolute size.
On the other side, Tesla Inc (TSLA) was reduced by 78%, falling from roughly $310.3 million to $66.9 million, marking one of the quarter’s largest trims. PPL Corp (PPL) was reduced more modestly, down 14% from about $7.5 million to $6.5 million. Two positions were exited entirely: Evergy Inc (EVRG), previously worth about $31.2 million, and Micron Technology Inc (MU), previously worth roughly $48.5 million.
Reading These Moves in Context
Taken together, this quarter’s filing shows Teilinger Capital Ltd. adding meaningfully to energy and utility names while paring back a long-held technology position in Tesla and stepping away from Micron and Evergy altogether. As with any 13F-based snapshot, these figures reflect disclosed holdings only and don’t capture intraday timing, options activity, or non-13F assets. This page is intended purely as an informational record of institutional filing activity, not a recommendation to buy, sell, or hold any of the securities mentioned. Check back after the next filing deadline for the following quarter’s updates.
Related ticker coverage
- SNDK — all coverage →
- PCG — all coverage →
- XEL — all coverage →
- BE — all coverage →
- EVRG — all coverage →
- MU — all coverage →
- TSLA — all coverage →
- DTE — all coverage →
- NRG — all coverage →
- PPL — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.