ATLAS Infrastructure Partners

Latest statistics and disclosures from ATLAS Infrastructure Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PNW, ED, EIX, EXC, PEG, and represent 65.39% of ATLAS Infrastructure Partners's stock portfolio.
  • Added to shares of these 7 stocks: EMA (+$175M), PEG (+$154M), UNP (+$122M), ED (+$22M), PNW (+$21M), EIX, PCG.
  • Started 2 new stock positions in EMA, UNP.
  • Reduced shares in these 2 stocks: POR (-$47M), EXC (-$47M).
  • ATLAS Infrastructure Partners was a net buyer of stock by $400M.
  • ATLAS Infrastructure Partners has $1.9B in assets under management (AUM), dropping by 32.48%.
  • Central Index Key (CIK): 0001924953

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Positions held by ATLAS Infrastructure Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ATLAS Infrastructure Partners

ATLAS Infrastructure Partners holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinnacle West Capital Corporation (PNW) 14.9 $277M +7% 3.1M 89.66
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Consolidated Edison (ED) 14.2 $264M +9% 2.6M 100.52
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Edison International (EIX) 12.8 $237M 4.3M 55.28
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Exelon Corporation (EXC) 12.0 $224M -17% 5.0M 45.01
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Public Service Enterprise (PEG) 11.5 $214M +253% 2.6M 83.46
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Portland Gen Elec Com New (POR) 10.4 $193M -19% 4.4M 44.00
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Emera (EMA) 9.4 $175M NEW 3.7M 47.96
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PG&E Corporation (PCG) 8.3 $154M 10M 15.08
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Union Pacific Corporation (UNP) 6.6 $122M NEW 516k 236.37
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Past Filings by ATLAS Infrastructure Partners

SEC 13F filings are viewable for ATLAS Infrastructure Partners going back to 2021