Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATLAS Infrastructure Partners (UK) Ltd. (CIK 1924953) reported $3.30B across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PNW ($570.5M, 17.30%), PEG ($500.2M, 15.17%), ED ($378.2M, 11.47%), EMA ($374.8M, 11.36%), EXC ($361.3M, 10.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PNW | PINNACLE WEST CAP CORP | $570.5M | 17.30% | 5.3M | Added |
| 2 | PEG | PUBLIC SVC ENTERPRISE GROUP | $500.2M | 15.17% | 6.2M | Added |
| 3 | ED | CONSOLIDATED EDISON INC | $378.2M | 11.47% | 3.4M | Added |
| 4 | EMA | EMERA INC | $374.8M | 11.36% | 7.1M | Trimmed |
| 5 | EXC | EXELON CORP | $361.3M | 10.96% | 7.8M | New |
| 6 | EIX | EDISON INTL | $285.9M | 8.67% | 3.8M | Added |
| 7 | HTO | H2O AMERICA | $280.3M | 8.50% | 4.6M | Added |
| 8 | PCG | PG&E CORP | $262.9M | 7.97% | 15.6M | Added |
| 9 | CWT | CALIFORNIA WTR SVC GROUP | $96.6M | 2.93% | 2.0M | New |
| 10 | SBAC | SBA COMMUNICATIONS CORP | $94.0M | 2.85% | 532,422 | Trimmed |
| 11 | AVA | AVISTA CORP | $93.7M | 2.84% | 2.3M | New |
| 12 | UNP | UNION PAC CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30