Atlas Infrastructure Partners (Uk) Ltd. Portfolio Stock Holdings

Atlas Infrastructure Partners (Uk) Ltd. disclosed 9 stock positions valued at approximately $2.8 billion in its latest SEC 13F filing. The largest holdings include PINNACLE WEST CAP CORP, CONSOLIDATED EDISON INC, and PUBLIC SVC ENTERPRISE GROUP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
9
Portfolio Value
$2.8B
Holdings by Sector
Atlas Infrastructure Partners (Uk) Ltd. Portfolio Holdings in Q1 2026

8 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PINNACLE WEST CAP CORPPNWUtilities18.00%5,074,413+613,170+13.74%$511,247,110
CONSOLIDATED EDISON INCEDUtilities12.15%3,047,519+206,110+7.25%$344,918,200
PUBLIC SVC ENTERPRISE GROUPPEGUtilities11.52%4,042,558+1,127,926+38.70%$327,245,070
EDISON INTLEIXUtilities9.38%3,641,148-257,776-6.61%$266,459,211
H2O AMERICASJWUtilities9.36%4,532,084+3,948,004+675.94%$265,897,368
UNION PAC CORPUNPIndustrials8.68%1,015,731+105,709+11.62%$246,436,655
PG&E CORPPCGUtilities8.25%13,340,095-785,290-5.56%$234,385,469
SBA COMMUNICATIONS CORPSBACReal Estate6.27%1,034,375+1,034,375+100.00%$178,026,281
Atlas Infrastructure Partners (Uk) Ltd. Portfolio Stock Holdings | InsiderSet