ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), ATLAS Infrastructure Partners (UK) Ltd. reported 6 stock positions worth $1.2 billion. Its top holding was Edison International (EIX) at 30.6% of the portfolio, followed by Pinnacle West Capital (PNW, 20.8%) and Avangrid (AGR, 19.4%). Compared with Q1 2024, it reduced 6. The biggest sale was Consolidated Edison (ED, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001172661-24-003215 ↗ filed Aug 12, 2024
Holdings Value
Holdings 6 stocks · $1.2B
| EIX Edison International | 30.61% | 5,130,342 | $368.4M | Reduce -6.4% |
| PNW Pinnacle West Capital | 20.84% | 3,283,419 | $250.8M | Reduce -1.8% |
| AGR Avangrid Inc. | 19.38% | 6,565,004 | $233.3M | Reduce -4.9% |
| EXC Exelon Corp. | 15.37% | 5,346,733 | $185.1M | Reduce -2.9% |
| POR Portland General Electric Co. | 11.69% | 3,254,712 | $140.7M | Reduce -42.7% |
| ED Consolidated Edison Inc. | 2.11% | 283,555 | $25.4M | Reduce -82.3% |
Portfolio Sells Q1 2024 → Q2 2024
| ED Consolidated Edison Inc. | Reduce -82.3% | 2.11% | −7.72 |
| POR Portland General Electric Co. | Reduce -42.7% | 11.69% | −4.43 |
| EXC Exelon Corp. | Reduce -2.9% | 15.37% | +1.40 |
| AGR Avangrid Inc. | Reduce -4.9% | 19.38% | +2.39 |
| PNW Pinnacle West Capital | Reduce -1.8% | 20.84% | +3.95 |
| EIX Edison International | Reduce -6.4% | 30.61% | +4.41 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |