Atlas Infrastructure Partners (UK) Ltd.
Atlas Infrastructure Partners (UK) Ltd. reported 11 US-listed holdings worth $3.30 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Pinnacle West Capital Corp. (17.3%), Public Service Enterprise Group Inc. (15.2%) and Consolidated Edison Inc. (11.5%). Against the quarter before, it opened 3 positions, added to 6, trimmed 2 and sold out of 1.
Reported holdings$3.30B+16.1% on Q1 2026
Positions11+2 on Q1 2026
The largest ten97.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 6Trimmed 2Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Exelon Corp. EXC$361.3 million
- California Water Service Group CWT$96.6 million
- Avista Corp. AVA$93.7 million
Added to 6
- Public Service Enterprise Group Inc. PEG+2.1 million shares · +52%
- Consolidated Edison Inc. ED+370,925 shares · +12%
- Pg&E Corp. PCG+2.3 million shares · +17%
- Pinnacle West Capital Corp. PNW+257,813 shares · +5%
- Edison International EIX+198,373 shares · +5%
- H2O America HTO+79,951 shares · +2%
Trimmed 2
- Emera Inc. F EMA-1.9 million shares · -21%
- SBA Communications Corp. SBAC-501,953 shares · -49%
Sold out of 1
- Union Pacific Corp. UNP$246.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Pinnacle West Capital Corp. PNW | 5,332,226 | $570.5 million | 17.30% | +257,813 |
| Public Service Enterprise Group Inc. PEG | 6,163,358 | $500.2 million | 15.17% | +2,120,800 |
| Consolidated Edison Inc. ED | 3,418,444 | $378.2 million | 11.47% | +370,925 |
| Emera Inc. F EMA | 7,069,271 | $374.8 million | 11.36% | -1,898,159 |
| Exelon Corp. EXC | 7,750,912 | $361.3 million | 10.96% | new |
| Edison International EIX | 3,839,521 | $285.9 million | 8.67% | +198,373 |
| H2O America HTO | 4,612,035 | $280.3 million | 8.50% | +79,951 |
| Pg&E Corp. PCG | 15,629,238 | $262.9 million | 7.97% | +2,289,143 |
| California Water Service Group CWT | 1,984,605 | $96.6 million | 2.93% | new |
| SBA Communications Corp. SBAC | 532,422 | $94.0 million | 2.85% | -501,953 |
| Avista Corp. AVA | 2,291,179 | $93.7 million | 2.84% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.