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 $2.84B across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PNW ($511.2M, 18.00%), EMRAF ($465.1M, 16.38%), ED ($344.9M, 12.15%), PEG ($327.2M, 11.52%), EIX ($266.5M, 9.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PNW | PINNACLE WEST CAP CORP | $511.2M | 18.00% | 5.1M | Added |
| 2 | EMRAF | EMERA INC | $465.1M | 16.38% | 9.0M | Added |
| 3 | ED | CONSOLIDATED EDISON INC | $344.9M | 12.15% | 3.0M | Added |
| 4 | PEG | PUBLIC SVC ENTERPRISE GROUP | $327.2M | 11.52% | 4.0M | Added |
| 5 | EIX | EDISON INTL | $266.5M | 9.38% | 3.6M | Trimmed |
| 6 | HTO | H2O AMERICA | $265.9M | 9.36% | 4.5M | Added |
| 7 | UNP | UNION PAC CORP | $246.4M | 8.68% | 1.0M | Added |
| 8 | PCG | PG&E CORP | $234.4M | 8.25% | 13.3M | Trimmed |
| 9 | SBAC | SBA COMMUNICATIONS CORP | $178.0M | 6.27% | 1.0M | New |
| 10 | POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31