ATLAS Infrastructure Partners (UK) Ltd.

CIK: 0001924953SEC EDGAR →

Portfolio Value

$2.0B

Holdings

9

As of

Q4 2025

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PINNACLE WEST CAP CORP

4,461,243$395.7M
19.84%
2

EMERA INC

5,875,152$289.3M
14.51%
3

CONSOLIDATED EDISON INC

2,841,409$282.2M
14.15%
4

PUBLIC SVC ENTERPRISE GRP IN

2,914,632$234.0M
11.74%
5

EDISON INTL

3,898,924$234.0M
11.73%
6

PG&E CORP

14,125,385$227.0M
11.38%
7

UNION PAC CORP

910,022$210.5M
10.55%
8

PORTLAND GEN ELEC CO

1,938,334$93.0M
4.66%
9

H2O AMERICA

584,080$28.6M
1.43%

Quarterly Changes

Top Buys

PNW↑ Increased
$118.5M
EMA↑ Increased
$113.9M
UNP↑ Increased
$88.6M
PCG↑ Increased
$73.2M
HTONEW
$28.6M

Top Sells

PEOCLOSED
$223.6M
POR↓ Decreased
$99.8M
EIX↓ Decreased
$3.4M

New Positions (1)

$28.6M · 584K shares

Closed Positions (1)

$223.6M · 5.0M shares

Sector Breakdown

Sector# HoldingsValue%
Utilities8$1.8B89.4%
Industrials1$210.5M10.6%