ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), ATLAS Infrastructure Partners (UK) Ltd. reported 6 stock positions worth $1.4 billion. Its top holding was Exelon (EXC) at 18.8% of the portfolio, followed by Pinnacle West Capital (PNW, 18.7%) and Edison International (EIX, 18.2%). Compared with Q4 2024, it opened 1 new position, sold out of 1 and added to 5. The biggest buy was a new position in Consolidated Edison (ED) and the biggest sale an exit from Avista (AVA).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001214659-25-007812 ↗ filed May 15, 2025
Holdings Value
Holdings 6 stocks · $1.4B
| EXC Exelon Corp. | 18.78% | 5,795,566 | $267.1M | Add +192.7% |
| PNW Pinnacle West Capital | 18.71% | 2,793,546 | $266.1M | Add +230.6% |
| EIX Edison International | 18.22% | 4,395,732 | $259.0M | Add +197.2% |
| ED Consolidated Edison Inc. | 17.88% | 2,298,622 | $254.2M | New |
| POR Portland General Electric Co. | 13.80% | 4,400,635 | $196.3M | Add +164.5% |
| PCG P G & E Corp. | 12.60% | 10,428,328 | $179.2M | Add +193.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AVA Avista Corp. | Sold out | 0.00% | −1.91 |
Portfolio Buys Q4 2024 → Q1 2025
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 |