StockDriftsStockDriftsTop 11 Atlas Infrastructure Partners (uk) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PNW | PINNACLE WEST CAP CORP | 17.3% | 5.33M | $570.5M | +5.08%(+257.81K) | $88.47(+14.71%) | 2026-06-30 | |
| PEG | PUBLIC SVC ENTERPRISE GROUP | 15.17% | 6.16M | $500.2M | +52.46%(+2.12M) | $82.14(-7.43%) | 2026-06-30 | |
| ED | CONSOLIDATED EDISON INC | 11.47% | 3.42M | $378.2M | +12.17%(+370.93K) | $100.89(+7.84%) | 2026-06-30 | |
| EMA | EMERA INC | 11.36% | 7.07M | $374.8M | -21.17%(-1.90M) | $48.58(+6.04%) | 2026-06-30 | |
| EXC | EXELON CORP | 10.96% | 7.75M | $361.3M | new | $43.02(+6.59%) | 2026-06-30 | |
| EIX | EDISON INTL | 8.67% | 3.84M | $285.9M | +5.45%(+198.37K) | $68.16(+4.77%) | 2026-06-30 | |
| HTO | H2O AMERICA | 8.5% | 4.61M | $280.3M | +1.76%(+79.95K) | $53.30(+19.79%) | 2026-06-30 | |
| PCG | PG&E CORP | 7.97% | 15.63M | $262.9M | +17.16%(+2.29M) | $17.70(+0.81%) | 2026-06-30 | |
| CWT | CALIFORNIA WTR SVC GROUP | 2.93% | 1.98M | $96.6M | new | $47.35(+6.44%) | 2026-06-30 | |
| SBAC | SBA COMMUNICATIONS CORP | 2.85% | 532.4K | $94.0M | -48.53%(-501.95K) | $182.77(+1.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.30% | +13.47% | — | — | +17.85% |
| Top 20 Holdings Unweighted | +5.66% | +17.96% | — | — | +30.76% |
Atlas Infrastructure Partners (uk) LTD reports $3.30B in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are PNW (17.3%), PEG (15.2%) and ED (11.5%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +13.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Infrastructure Partners (uk) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1924953). View Atlas Infrastructure Partners (uk) LTD’s 13F filings on SEC