ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), ATLAS Infrastructure Partners (UK) Ltd. reported 9 stock positions worth $1.9 billion. Its top holding was Pinnacle West Capital (PNW) at 14.9% of the portfolio, followed by Consolidated Edison (ED, 14.2%) and Edison International (EIX, 12.8%). Compared with Q2 2025, it opened 2 new positions, added to 5 and reduced 2. The biggest buy was a new position in Emera (EMA) and the biggest sale Exelon (EXC, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $1.9B (Q3 2025)
- SEC Filing
- 0001214659-25-016614 ↗ filed Nov 14, 2025
Holdings Value
Holdings 9 stocks · $1.9B
| PNW Pinnacle West Capital | 14.90% | 3,091,893 | $277.2M | Add +8.0% |
| ED Consolidated Edison Inc. | 14.19% | 2,626,760 | $264.0M | Add +9.0% |
| EIX Edison International | 12.76% | 4,294,744 | $237.4M | Add +0.2% |
| EXC Exelon Corp. | 12.02% | 4,967,487 | $223.6M | Reduce -17.3% |
| PEG Public Service Enterprise GP | 11.52% | 2,567,724 | $214.3M | Add +253.3% |
| POR Portland General Electric Co. | 10.36% | 4,382,492 | $192.8M | Reduce -19.7% |
| EMA Emera Inc. | 9.43% | 3,658,041 | $175.4M | New |
| PCG P G & E Corp. | 8.26% | 10,195,512 | $153.7M | Add +0.3% |
| UNP Union Pacific Corp. | 6.55% | 515,643 | $121.9M | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| EMA Emera Inc. | New | 9.43% | +9.43 |
| PEG Public Service Enterprise GP | Add +253.3% | 11.52% | +7.16 |
| UNP Union Pacific Corp. | New | 6.55% | +6.55 |
| PCG P G & E Corp. | Add +0.3% | 8.26% | −1.82 |
| EIX Edison International | Add +0.2% | 12.76% | −2.98 |
| ED Consolidated Edison Inc. | Add +9.0% | 14.19% | −3.02 |
| PNW Pinnacle West Capital | Add +8.0% | 14.90% | −3.34 |
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 |