ATLAS Infrastructure Partners (UK) Ltd.
Net buyer this quarter
$3.3B
11
+$385M
97.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PNW | $571M | 17.30% | 4.40% | +5.1% | Q4 2021 |
 PEG | $500M | 15.17% | 1.24% | +52.5% | Q2 2023 |
 ED | $378M | 11.47% | 0.93% | +12.2% | Q4 2021 |
 EMA | $375M | 11.36% | 2.49% | -21.2% | Q3 2025 |
 EXC | $361M | 10.96% | 0.76% | Not reported | Q1 2024 |
 EIX | $286M | 8.67% | 1.00% | +5.5% | Q4 2021 |
 HTO | $280M | 8.50% | 11.02% | +1.8% | Q4 2025 |
 PCG | $263M | 7.97% | 0.71% | +17.2% | Q2 2022 |
 CWT | $96.6M | 2.93% | 3.21% | New | Q2 2026 |
 SBAC | $94M | 2.85% | 0.50% | -48.5% | Q1 2026 |
 AVA | $93.7M | 2.84% | 2.74% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| PNW | $511M | 18.00% | 4.20% | +13.7% | Q4 2021 |
| EMA | $465M | 16.38% | 3.16% | +52.6% | Q3 2025 |
| ED | $345M | 12.15% | 0.84% | +7.3% | Q4 2021 |
| PEG | $327M | 11.52% | 0.81% | +38.7% | Q2 2023 |
| EIX | $266M | 9.38% | 0.95% | -6.6% | Q4 2021 |
| HTO | $266M | 9.36% | 10.83% | +675.9% | Q4 2025 |
 UNP | $246M | 8.68% | 0.17% | +11.6% | Q3 2025 |
| PCG | $234M | 8.25% | 0.61% | -5.6% | Q2 2022 |
| SBAC | $178M | 6.27% | 0.98% | New | Q1 2026 |
| Q4 2025 | |||||
| PNW | $396M | 19.84% | 3.73% | +44.3% | Q4 2021 |
| EMA | $289M | 14.51% | 2.07% | +60.6% | Q3 2025 |
| ED | $282M | 14.15% | 0.79% | +8.2% | Q4 2021 |
| PEG | $234M | 11.74% | 0.59% | +13.5% | Q2 2023 |
| EIX | $234M | 11.73% | 1.01% | -9.2% | Q4 2021 |
| PCG | $227M | 11.38% | 0.64% | +38.6% | Q2 2022 |
| UNP | $211M | 10.55% | 0.15% | +76.5% | Q3 2025 |
 POR | $93M | 4.66% | 1.68% | -55.8% | Q4 2022 |
| HTO | $28.6M | 1.43% | 1.62% | New | Q4 2025 |
| Q3 2025 | |||||
| PNW | $277M | 14.90% | 2.59% | +8.0% | Q4 2021 |
| ED | $264M | 14.19% | 0.73% | +9.0% | Q4 2021 |
| EIX | $237M | 12.76% | 1.12% | +0.2% | Q4 2021 |
| EXC | $224M | 12.02% | 0.49% | -17.3% | Q1 2024 |
| PEG | $214M | 11.52% | 0.51% | +253.3% | Q2 2023 |
| POR | $193M | 10.36% | 3.96% | -19.7% | Q4 2022 |
| EMA | $175M | 9.43% | 1.29% | New | Q3 2025 |
| PCG | $154M | 8.26% | 0.46% | +0.3% | Q2 2022 |
| UNP | $122M | 6.55% | 0.09% | New | Q3 2025 |