ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), ATLAS Infrastructure Partners (UK) Ltd. reported 11 stock positions worth $3.3 billion. Its top holding was Pinnacle West Capital (PNW) at 17.3% of the portfolio, followed by Public Service Enterprise GP (PEG, 15.2%) and Consolidated Edison (ED, 11.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 6 and reduced 2. The biggest buy was a new position in Exelon (EXC) and the biggest sale an exit from Union Pacific (UNP).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $3.3B (Q2 2026)
- SEC Filing
- 0001214659-26-010359 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $3.3B
| PNW Pinnacle West Capital | 17.30% | 5,332,226 | $570.5M | Add +5.1% |
| PEG Public Service Enterprise GP | 15.17% | 6,163,358 | $500.2M | Add +52.5% |
| ED Consolidated Edison Inc. | 11.47% | 3,418,444 | $378.2M | Add +12.2% |
| EMA Emera Inc. | 11.36% | 7,069,271 | $374.8M | Reduce -21.2% |
| EXC Exelon Corp. | 10.96% | 7,750,912 | $361.3M | New |
| EIX Edison International | 8.67% | 3,839,521 | $285.9M | Add +5.5% |
| HTO H2O America | 8.50% | 4,612,035 | $280.3M | Add +1.8% |
| PCG P G & E Corp. | 7.97% | 15,629,238 | $262.9M | Add +17.2% |
| CWT California Water Service Grp | 2.93% | 1,984,605 | $96.6M | New |
| SBAC SBA Communications Corp. | 2.85% | 532,422 | $94.0M | Reduce -48.5% |
| AVA Avista Corp. | 2.84% | 2,291,179 | $93.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| EXC Exelon Corp. | New | 10.96% | +10.96 |
| PEG Public Service Enterprise GP | Add +52.5% | 15.17% | +3.64 |
| CWT California Water Service Grp | New | 2.93% | +2.93 |
| AVA Avista Corp. | New | 2.84% | +2.84 |
| PCG P G & E Corp. | Add +17.2% | 7.97% | −0.28 |
| ED Consolidated Edison Inc. | Add +12.2% | 11.47% | −0.68 |
| PNW Pinnacle West Capital | Add +5.1% | 17.30% | −0.71 |
| EIX Edison International | Add +5.5% | 8.67% | −0.72 |
| HTO H2O America | Add +1.8% | 8.50% | −0.87 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $3.3B | PNW, PEG, ED, EMA, EXC |
| Q1 2026 | 9 | $2.8B | PNW, EMA, ED, PEG, EIX |
| Q4 2025 | 9 | $2.0B | PNW, EMA, ED, PEG, EIX |
| Q3 2025 | 9 | $1.9B | PNW, ED, EIX, EXC, PEG |
| Q2 2025 | 7 | $1.4B | EXC, PNW, ED, POR, EIX |
| Q1 2025 | 6 | $1.4B | EXC, PNW, EIX, ED, POR |
| Q4 2024 | 6 | $416.5M | EIX, EXC, POR, PCG, PNW |
| Q3 2024 | 5 | $1.4B | EIX, PNW, EXC, PCG, POR |
| Q2 2024 | 6 | $1.2B | EIX, PNW, AGR, EXC, POR |
| Q1 2024 | 6 | $1.5B | EIX, AGR, PNW, POR, EXC |