ATLAS Infrastructure Partners (UK) Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), ATLAS Infrastructure Partners (UK) Ltd. reported 9 stock positions worth $2.0 billion. Its top holding was Pinnacle West Capital (PNW) at 19.8% of the portfolio, followed by Emera (EMA, 14.5%) and Consolidated Edison (ED, 14.2%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 2. The biggest buy was Emera (EMA, shares +61%) and the biggest sale an exit from Exelon (EXC).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001924953
- Portfolio Value
- $2.0B (Q4 2025)
- SEC Filing
- 0001214659-26-001957 ↗ filed Feb 17, 2026
Holdings Value
Holdings 9 stocks · $2.0B
| PNW Pinnacle West Capital | 19.84% | 4,461,243 | $395.7M | Add +44.3% |
| EMA Emera Inc. | 14.51% | 5,875,152 | $289.3M | Add +60.6% |
| ED Consolidated Edison Inc. | 14.15% | 2,841,409 | $282.2M | Add +8.2% |
| PEG Public Service Enterprise GP | 11.74% | 2,914,632 | $234.0M | Add +13.5% |
| EIX Edison International | 11.73% | 3,898,924 | $234.0M | Reduce -9.2% |
| PCG P G & E Corp. | 11.38% | 14,125,385 | $227.0M | Add +38.5% |
| UNP Union Pacific Corp. | 10.55% | 910,022 | $210.5M | Add +76.5% |
| POR Portland General Electric Co. | 4.66% | 1,938,334 | $93.0M | Reduce -55.8% |
| HTO H2O America | 1.43% | 584,080 | $28.6M | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| EMA Emera Inc. | Add +60.6% | 14.51% | +5.08 |
| PNW Pinnacle West Capital | Add +44.3% | 19.84% | +4.94 |
| UNP Union Pacific Corp. | Add +76.5% | 10.55% | +4.00 |
| PCG P G & E Corp. | Add +38.5% | 11.38% | +3.12 |
| HTO H2O America | New | 1.43% | +1.43 |
| PEG Public Service Enterprise GP | Add +13.5% | 11.74% | +0.22 |
| ED Consolidated Edison Inc. | Add +8.2% | 14.15% | −0.04 |
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 |