ATLAS Infrastructure Partners (UK) Ltd. reported 11 positions worth $3.30B for the quarter ended Jun 30, 2026, up 16.1% on the prior quarter. It opened 3 new positions, added to 6, trimmed 2 and exited 1. Its largest holding is Pinnacle West Capital Corp at 17.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EXC Exelon Corp | +7.75M | – | $361.35M | 10.96% |
| PEG Public Service Enterprise Group Inc | +2.12M | +52.5% | $172.12M | 15.17% |
| CWT California Water Service Group | +1.98M | – | $96.55M | 2.93% |
| AVA Avista Corp | +2.29M | – | $93.73M | 2.84% |
| ED Consolidated Edison Inc | +370.9K | +12.2% | $41.04M | 11.47% |
| PCG PG&E Corp | +2.29M | +17.2% | $38.50M | 7.97% |
| PNW Pinnacle West Capital Corp | +257.8K | +5.1% | $27.59M | 17.3% |
| EIX Edison International | +198.4K | +5.4% | $14.77M | 8.67% |
| HTO H2O America | +80.0K | +1.8% | $4.86M | 8.5% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| UNP Union Pacific Corp | -1.02M | $246.44M | 8.68% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PNW Pinnacle West Capital Corp | Utilities | 5.33M | $570.55M | 17.3% | +257.8K | +5.1% | Added | 4.4% |
| 2 | PEG Public Service Enterprise Group Inc | Utilities | 6.16M | $500.22M | 15.17% | +2.12M | +52.5% | Added | 1.24% |
| 3 | ED Consolidated Edison Inc | Utilities | 3.42M | $378.18M | 11.47% | +370.9K | +12.2% | Added | 0.92% |
| 4 | EMA Emera Inc | Utilities | 7.07M | $374.81M | 11.36% | -1.90M | -21.2% | Reduced | 2.34% |
| 5 | EXC Exelon Corp | Utilities | 7.75M | $361.35M | 10.96% | +7.75M | – | New | 0.75% |
| 6 | EIX Edison International | Utilities | 3.84M | $285.85M | 8.67% | +198.4K | +5.4% | Added | 1% |
| 7 | HTO H2O America | Utilities | 4.61M | $280.27M | 8.5% | +80.0K | +1.8% | Added | 11.02% |
| 8 | PCG PG&E Corp | Utilities | 15.63M | $262.88M | 7.97% | +2.29M | +17.2% | Added | 0.71% |
| 9 | CWT California Water Service Group | Utilities | 1.98M | $96.55M | 2.93% | +1.98M | – | New | 3.21% |
| 10 | SBAC Sba Communications Corp | Real Estate | 532.4K | $93.95M | 2.85% | -502.0K | -48.5% | Reduced | 0.5% |
| 11 | AVA Avista Corp | Utilities | 2.29M | $93.73M | 2.84% | +2.29M | – | New | 2.74% |
Tip. Select a row to see that position’s full history at ATLAS Infrastructure Partners (UK).
As of its Q2 2026 13F filing, ATLAS Infrastructure Partners (UK) Ltd.’s five largest positions were Pinnacle West Capital Corp (PNW) at 17.3%, Public Service Enterprise Group Inc (PEG) at 15.2%, Consolidated Edison Inc (ED) at 11.5%, Emera Inc (EMA) at 11.4%, Exelon Corp (EXC) at 11.0% of the reported portfolio.
ATLAS Infrastructure Partners (UK) Ltd. reported a 13F portfolio worth $3.30B across 11 positions for Q2 2026. That is up 16.1% from the previous quarter.
Its largest purchases by value were Exelon Corp ($361.35M), Public Service Enterprise Group Inc ($172.12M), California Water Service Group ($96.55M). It opened 3 new positions.
Its largest sales by value were Union Pacific Corp ($246.44M), Emera Inc ($100.64M), Sba Communications Corp ($88.57M). It exited 1 positions entirely.
From the Form 13F-HR reports ATLAS Infrastructure Partners (UK) Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.