2026 Q2 Portfolio Activity
In 2026 Q2, ATLAS Infrastructure Partners (UK) Ltd. maintained a portfolio of 12 distinct positions. The most significant new addition was EXELON CORP, now representing 10.96% of the total fund value. They heavily accumulated shares in PUBLIC SVC ENTERPRISE GROUP, increasing the position by 52.5%. Conversely, ATLAS Infrastructure Partners (UK) Ltd. completely exited their position in UNION PAC CORP.
Position History
hover any row below to update
Loading…
Total Positions
12
Quarter
2026 Q2
Top Holding
PNW (17.3%)
Top 10 Concentration
97.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
ATLAS Infrastructure Partners (UK) Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PNW
PINNACLE WEST C...
|
Utilities | 17.30% | 18.00% |
#1
Prev: #1
|
8.0 |
—
|
257,813 | 5.1% |
P
S
|
5,332,226 | $570,548,182 |
$80.32
+17.3%
|
2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
PEG
PUBLIC SVC ENTE...
|
Utilities | 15.17% | 11.52% |
#2
2
Prev: #4
|
8.5 |
—
|
2,120,800 | 52.5% |
P
S
|
6,163,358 | $500,218,135 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 11.47% | 12.15% |
#3
Prev: #3
|
7.0 |
—
|
370,925 | 12.2% |
P
S
|
3,418,444 | $378,182,460 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EMRAF
EMERA INC
|
Unknown | 11.36% | 16.38% |
#4
2
Prev: #2
|
4.5 |
—
|
-1,898,159 | -21.2% |
P
S
|
7,069,271 | $374,812,748 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EXC
EXELON CORP
|
Utilities | 10.96% | — |
#5
Prev: #—
|
8.0 |
—
|
7,750,912 | — |
NEW
|
7,750,912 | $361,347,517 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EIX
EDISON INTL
|
Utilities | 8.67% | 9.38% |
#6
1
Prev: #5
|
5.5 |
—
|
198,373 | 5.4% |
P
S
|
3,839,521 | $285,852,338 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HTO
H2O AMERICA
|
Utilities | 8.50% | 9.36% |
#7
1
Prev: #6
|
3.9 |
—
|
79,951 | 1.8% |
P
S
|
4,612,035 | $280,273,367 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCG
PG&E CORP
|
Utilities | 7.97% | 8.25% |
#8
Prev: #8
|
5.2 |
—
|
2,289,143 | 17.2% |
P
S
|
15,629,238 | $262,883,783 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CWT
CALIFORNIA WTR ...
|
Utilities | 2.93% | — |
#9
Prev: #—
|
4.7 |
—
|
1,984,605 | — |
NEW
|
1,984,605 | $96,551,033 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SBAC
SBA COMMUNICATI...
|
Real Estate | 2.85% | 6.27% |
#10
1
Prev: #9
|
1.1 |
—
|
-501,953 | -48.5% |
P
S
|
532,422 | $93,951,186 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVA
AVISTA CORP
|
Utilities | 2.84% | — |
#11
Prev: #—
|
4.6 |
—
|
2,291,179 | — |
NEW
|
2,291,179 | $93,732,133 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.00% | 8.68% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-1,015,731 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-12 of 12 holdings