ATLAS Infrastructure Partners
Latest statistics and disclosures from ATLAS Infrastructure Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PNW, EMA, ED, PEG, EIX, and represent 71.96% of ATLAS Infrastructure Partners's stock portfolio.
- Added to shares of these 7 stocks: PNW (+$122M), EMA (+$109M), UNP (+$91M), PCG (+$63M), HTO (+$29M), PEG (+$28M), ED (+$21M).
- Started 1 new stock position in HTO.
- Reduced shares in these 3 stocks: , POR (-$117M), EIX (-$24M).
- Sold out of its position in EXC.
- ATLAS Infrastructure Partners was a net buyer of stock by $98M.
- ATLAS Infrastructure Partners has $2.0B in assets under management (AUM), dropping by 7.20%.
- Central Index Key (CIK): 0001924953
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Portfolio Holdings for ATLAS Infrastructure Partners
ATLAS Infrastructure Partners holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pinnacle West Capital Corporation (PNW) | 19.8 | $396M | +44% | 4.5M | 88.70 |
|
| Emera (EMA) | 14.5 | $289M | +60% | 5.9M | 49.24 |
|
| Consolidated Edison (ED) | 14.2 | $282M | +8% | 2.8M | 99.32 |
|
| Public Service Enterprise (PEG) | 11.7 | $234M | +13% | 2.9M | 80.30 |
|
| Edison International (EIX) | 11.7 | $234M | -9% | 3.9M | 60.02 |
|
| PG&E Corporation (PCG) | 11.4 | $227M | +38% | 14M | 16.07 |
|
| Union Pacific Corporation (UNP) | 10.6 | $211M | +76% | 910k | 231.32 |
|
| Portland Gen Elec Com New (POR) | 4.7 | $93M | -55% | 1.9M | 47.99 |
|
| SJW (HTO) | 1.4 | $29M | NEW | 584k | 48.99 |
|
Past Filings by ATLAS Infrastructure Partners
SEC 13F filings are viewable for ATLAS Infrastructure Partners going back to 2021
- ATLAS Infrastructure Partners 2025 Q4 filed Feb. 17, 2026
- ATLAS Infrastructure Partners 2025 Q3 filed Nov. 14, 2025
- ATLAS Infrastructure Partners 2025 Q2 filed Aug. 14, 2025
- ATLAS Infrastructure Partners 2025 Q1 filed May 15, 2025
- ATLAS Infrastructure Partners 2024 Q4 filed Feb. 14, 2025
- ATLAS Infrastructure Partners 2024 Q3 filed Nov. 14, 2024
- ATLAS Infrastructure Partners 2024 Q2 filed Aug. 12, 2024
- ATLAS Infrastructure Partners 2024 Q1 filed May 13, 2024
- ATLAS Infrastructure Partners 2023 Q4 filed Feb. 14, 2024
- ATLAS Infrastructure Partners 2023 Q3 filed Nov. 14, 2023
- ATLAS Infrastructure Partners 2023 Q2 filed Aug. 14, 2023
- ATLAS Infrastructure Partners 2023 Q1 filed May 15, 2023
- ATLAS Infrastructure Partners 2022 Q4 filed Jan. 17, 2023
- ATLAS Infrastructure Partners 2022 Q3 filed Nov. 2, 2022
- ATLAS Infrastructure Partners 2022 Q2 filed Aug. 15, 2022
- ATLAS Infrastructure Partners 2022 Q1 filed May 16, 2022