ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), ATLAS Infrastructure Partners (UK) Ltd. reported 6 stock positions worth $1.5 billion. Its top holding was Edison International (EIX) at 26.2% of the portfolio, followed by Avangrid (AGR, 17.0%) and Pinnacle West Capital (PNW, 16.9%). Compared with Q4 2023, it opened 2 new positions, sold out of 2 and added to 4. The biggest buy was a new position in Pinnacle West Capital (PNW) and the biggest sale an exit from Norfolk Southern (NSC).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $1.5B (Q1 2024)
- SEC Filing
- 0001172661-24-002207 ↗ filed May 13, 2024
Holdings Value
Holdings 6 stocks · $1.5B
| EIX Edison International | 26.20% | 5,482,751 | $387.8M | Add +0.4% |
| AGR Avangrid Inc. | 16.99% | 6,900,623 | $251.5M | Add +0.9% |
| PNW Pinnacle West Capital | 16.89% | 3,343,928 | $249.9M | New |
| POR Portland General Electric Co. | 16.12% | 5,681,901 | $238.6M | Add +2.8% |
| EXC Exelon Corp. | 13.97% | 5,504,200 | $206.8M | New |
| ED Consolidated Edison Inc. | 9.82% | 1,600,834 | $145.4M | Add +42.7% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
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 |