ATLAS Infrastructure Partners (UK) Ltd. 13F Holdings · Q2 2026
ATLAS Infrastructure Partners (UK) Ltd. reported 11 securities worth $3.30B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PNW (17.30%), PEG (15.17%), ED (11.47%). Among its top 25 positions this quarter: 3 new, 6 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PNW | PINNACLE WEST CAP CORP | $570.5M | 17.30% | 5.3M | Added |
| 2 | PEG | PUBLIC SVC ENTERPRISE GROUP | $500.2M | 15.17% | 6.2M | Added |
| 3 | ED | CONSOLIDATED EDISON INC | $378.2M | 11.47% | 3.4M | Added |
| 4 | EMA | EMERA INC | $374.8M | 11.36% | 7.1M | Trimmed |
| 5 | EXC | EXELON CORP | $361.3M | 10.96% | 7.8M | New |
| 6 | EIX | EDISON INTL | $285.9M | 8.67% | 3.8M | Added |
| 7 | HTO | H2O AMERICA | $280.3M | 8.50% | 4.6M | Added |
| 8 | PCG | PG&E CORP | $262.9M | 7.97% | 15.6M | Added |
| 9 | CWT | CALIFORNIA WTR SVC GROUP | $96.6M | 2.93% | 2.0M | New |
| 10 | SBAC | SBA COMMUNICATIONS CORP | $94.0M | 2.85% | 532,422 | Trimmed |
| 11 | AVA | AVISTA CORP | $93.7M | 2.84% | 2.3M | New |
| 12 | UNP | UNION PAC CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR