Atlas Infrastructure Partners (Uk) Ltd. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Atlas Infrastructure Partners (Uk) Ltd. disclosed 11 stock positions valued at approximately $3.30B as of quarter-end June 30, 2026. The largest holdings include PINNACLE WEST CAP CORP, PUBLIC SVC ENTERPRISE GROUP, and CONSOLIDATED EDISON INC.

Report Period
June 30, 2026
No. of Stocks
11
Portfolio Value
$3.30B
Holdings by Sector
Atlas Infrastructure Partners (Uk) Ltd. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PINNACLE WEST CAP CORPPNWUtilities17.30%5,332,226+257,813+5.08%$570,548,182
PUBLIC SVC ENTERPRISE GROUPPEGUtilities15.17%6,163,358+2,120,800+52.46%$500,218,135
CONSOLIDATED EDISON INCEDUtilities11.47%3,418,444+370,925+12.17%$378,182,460
EMERA INCEMAUtilities11.36%7,069,271-1,898,159-21.17%$374,812,748
EXELON CORPEXCUtilities10.96%7,750,912+7,750,912+100.00%$361,347,517
EDISON INTLEIXUtilities8.67%3,839,521+198,373+5.45%$285,852,338
H2O AMERICASJWUtilities8.50%4,612,035+79,951+1.76%$280,273,367
PG&E CORPPCGUtilities7.97%15,629,238+2,289,143+17.16%$262,883,783
CALIFORNIA WTR SVC GROUPCWTUtilities2.93%1,984,605+1,984,605+100.00%$96,551,033
SBA COMMUNICATIONS CORPSBACReal Estate2.85%532,422-501,953-48.53%$93,951,186
AVISTA CORPAVAUtilities2.84%2,291,179+2,291,179+100.00%$93,732,133
Showing 11 of 11 holdings in the latest reporting period.