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 67.44% of ATLAS Infrastructure Partners's stock portfolio.
  • Added to shares of these 7 stocks: HTO (+$232M), SBAC (+$178M), EMA (+$160M), PEG (+$91M), PNW (+$62M), UNP (+$26M), ED (+$23M).
  • Started 1 new stock position in SBAC.
  • Reduced shares in these 3 stocks: POR (-$93M), EIX (-$19M), PCG (-$14M).
  • Sold out of its position in POR.
  • ATLAS Infrastructure Partners was a net buyer of stock by $646M.
  • ATLAS Infrastructure Partners has $2.8B in assets under management (AUM), dropping by 42.39%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinnacle West Capital Corporation (PNW) 18.0 $511M +13% 5.1M 100.75
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Emera (EMA) 16.4 $465M +52% 9.0M 51.87
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Consolidated Edison (ED) 12.1 $345M +7% 3.0M 113.18
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Public Service Enterprise (PEG) 11.5 $327M +38% 4.0M 80.95
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Edison International (EIX) 9.4 $267M -6% 3.6M 73.18
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SJW (HTO) 9.4 $266M +675% 4.5M 58.67
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Union Pacific Corporation (UNP) 8.7 $246M +11% 1.0M 242.62
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PG&E Corporation (PCG) 8.3 $234M -5% 13M 17.57
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Sba Communications Corp Cl A (SBAC) 6.3 $178M NEW 1.0M 172.11
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Past Filings by ATLAS Infrastructure Partners

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

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