ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), ATLAS Infrastructure Partners (UK) Ltd. reported 7 stock positions worth $1.4 billion. Its top holding was Exelon (EXC) at 18.6% of the portfolio, followed by Pinnacle West Capital (PNW, 18.2%) and Consolidated Edison (ED, 17.2%). Compared with Q1 2025, it opened 1 new position, added to 4 and reduced 2. The biggest buy was a new position in Public Service Enterprise GP (PEG) and the biggest sale P G & E (PCG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001214659-25-012207 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $1.4B
| EXC Exelon Corp. | 18.56% | 6,003,808 | $260.7M | Add +3.6% |
| PNW Pinnacle West Capital | 18.24% | 2,862,950 | $256.1M | Add +2.5% |
| ED Consolidated Edison Inc. | 17.22% | 2,409,288 | $241.8M | Add +4.8% |
| POR Portland General Electric Co. | 15.79% | 5,459,258 | $221.8M | Add +24.1% |
| EIX Edison International | 15.74% | 4,285,080 | $221.1M | Reduce -2.5% |
| PCG P G & E Corp. | 10.09% | 10,162,118 | $141.7M | Reduce -2.5% |
| PEG Public Service Enterprise GP | 4.36% | 726,704 | $61.2M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |