ATLAS Infrastructure Partners

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

  • Top 5 stock holdings are PNW, PEG, ED, EMA, EXC, and represent 66.25% of ATLAS Infrastructure Partners's stock portfolio.
  • Added to shares of these 9 stocks: EXC (+$361M), PEG (+$172M), CWT (+$97M), AVA (+$94M), ED (+$41M), PCG (+$39M), PNW (+$28M), EIX (+$15M), HTO.
  • Started 3 new stock positions in CWT, EXC, AVA.
  • Reduced shares in these 3 stocks: UNP (-$246M), EMA (-$101M), SBAC (-$89M).
  • Sold out of its position in UNP.
  • ATLAS Infrastructure Partners was a net buyer of stock by $415M.
  • ATLAS Infrastructure Partners has $3.3B in assets under management (AUM), dropping by 16.15%.
  • Central Index Key (CIK): 0001924953

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Portfolio Holdings for ATLAS Infrastructure Partners

ATLAS Infrastructure Partners holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinnacle West Capital Corporation (PNW) 17.3 $571M +5% 5.3M 107.00
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Public Service Enterprise (PEG) 15.2 $500M +52% 6.2M 81.16
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Consolidated Edison (ED) 11.5 $378M +12% 3.4M 110.63
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Emera (EMA) 11.4 $375M -21% 7.1M 53.02
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Exelon Corporation (EXC) 11.0 $361M NEW 7.8M 46.62
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Edison International (EIX) 8.7 $286M +5% 3.8M 74.45
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SJW (HTO) 8.5 $280M 4.6M 60.77
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PG&E Corporation (PCG) 8.0 $263M +17% 16M 16.82
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California Water Service (CWT) 2.9 $97M NEW 2.0M 48.65
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Sba Communications Corp Cl A (SBAC) 2.8 $94M -48% 532k 176.46
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Avista Corporation (AVA) 2.8 $94M NEW 2.3M 40.91
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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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