ATLAS Infrastructure Partners (UK) Ltd.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), ATLAS Infrastructure Partners (UK) Ltd. reported 5 stock positions worth $1.4 billion. Its top holding was Edison International (EIX) at 31.3% of the portfolio, followed by Pinnacle West Capital (PNW, 21.9%) and Exelon (EXC, 19.5%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 3 and reduced 1. The biggest buy was a new position in P G & E (PCG) and the biggest sale an exit from Avangrid (AGR).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001924953
Portfolio Value
$1.4B (Q3 2024)
SEC Filing
0001214659-24-019118 ↗ filed Nov 14, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $1.5B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.4B $1.4B Q3 2024 Q4 2024: $416.5M Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.9B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.3B Q2 2026

Holdings 5 stocks · $1.4B
EIX Edison International 31.26% 5,175,518 $450.7M Add +0.9%
PNW Pinnacle West Capital 21.86% 3,556,831 $315.1M Add +8.3%
EXC Exelon Corp. 19.52% 6,940,430 $281.4M Add +29.8%
PCG P G & E Corp. 16.88% 12,312,032 $243.4M New
POR Portland General Electric Co. 10.47% 3,152,482 $151.0M Reduce -3.1%

Portfolio Sells Q2 2024 → Q3 2024
AGR Avangrid Inc. Sold out 0.00% −19.38
ED Consolidated Edison Inc. Sold out 0.00% −2.11
POR Portland General Electric Co. Reduce -3.1% 10.47% −1.22

Portfolio Buys Q2 2024 → Q3 2024
PCG P G & E Corp. New 16.88% +16.88
EXC Exelon Corp. Add +29.8% 19.52% +4.15
PNW Pinnacle West Capital Add +8.3% 21.86% +1.02
EIX Edison International Add +0.9% 31.26% +0.66

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$3.3BPNW, PEG, ED, EMA, EXC
Q1 2026 9$2.8BPNW, EMA, ED, PEG, EIX
Q4 2025 9$2.0BPNW, EMA, ED, PEG, EIX
Q3 2025 9$1.9BPNW, ED, EIX, EXC, PEG
Q2 2025 7$1.4BEXC, PNW, ED, POR, EIX
Q1 2025 6$1.4BEXC, PNW, EIX, ED, POR
Q4 2024 6$416.5MEIX, EXC, POR, PCG, PNW
Q3 2024 5$1.4BEIX, PNW, EXC, PCG, POR
Q2 2024 6$1.2BEIX, PNW, AGR, EXC, POR
Q1 2024 6$1.5BEIX, AGR, PNW, POR, EXC