ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), ATLAS Infrastructure Partners (UK) Ltd. reported 6 stock positions worth $416.5 million. Its top holding was Edison International (EIX) at 28.4% of the portfolio, followed by Exelon (EXC, 17.9%) and Portland General Electric (POR, 17.4%). Compared with Q3 2024, it opened 1 new position and reduced 5. The biggest buy was a new position in Avista (AVA) and the biggest sale Pinnacle West Capital (PNW, shares −76%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $416.5M (Q4 2024)
- SEC Filing
- 0001214659-25-002823 ↗ filed Feb 14, 2025
Holdings Value
Holdings 6 stocks · $416.5M
| EIX Edison International | 28.35% | 1,479,087 | $118.1M | Reduce -71.4% |
| EXC Exelon Corp. | 17.89% | 1,979,844 | $74.5M | Reduce -71.5% |
| POR Portland General Electric Co. | 17.42% | 1,663,824 | $72.6M | Reduce -47.2% |
| PCG P G & E Corp. | 17.22% | 3,554,752 | $71.7M | Reduce -71.1% |
| PNW Pinnacle West Capital | 17.20% | 845,130 | $71.6M | Reduce -76.2% |
| AVA Avista Corp. | 1.91% | 217,307 | $8.0M | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| AVA Avista Corp. | New | 1.91% | +1.91 |
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 |