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ATLAS Infrastructure Partners (UK) Ltd.

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13F filer, CIK 1924953, LONDON, United Kingdom

ATLAS Infrastructure Partners (UK) Ltd. reported $1,994,407,802 across 9 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001957

Period
2025-12-31
Reported value
$1.99B
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PNWadded+1,369,350$121M
EMAadded+2,217,111$109M
UNPadded+394,379$91.2M
PCGadded+3,929,873$63.2M
HTOnew+584,080$28.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EXCexited-4,967,487-$224M
PORreduced-2,444,158-$117M
EIXreduced-395,820-$23.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001957, largest first. % of portfolio is the value over $1,994,407,802, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556,831 shares; 2024Q4: 845,130 shares; 2025Q1: 2,793,546 shares; 2025Q2: 2,862,950 shares; 2025Q3: 3,091,893 shares; 2025Q4: 4,461,243 shares 4,461,243$396M19.84%+1,369,350Timeline
EMAEMERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,658,041 shares; 2025Q4: 5,875,152 shares 5,875,152$289M14.51%+2,217,111Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298,622 shares; 2025Q2: 2,409,288 shares; 2025Q3: 2,626,760 shares; 2025Q4: 2,841,409 shares 2,841,409$282M14.15%+214,649Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726,704 shares; 2025Q3: 2,567,724 shares; 2025Q4: 2,914,632 shares 2,914,632$234M11.74%+346,908Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,175,518 shares; 2024Q4: 1,479,087 shares; 2025Q1: 4,395,732 shares; 2025Q2: 4,285,080 shares; 2025Q3: 4,294,744 shares; 2025Q4: 3,898,924 shares 3,898,924$234M11.73%-395,820Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,312,032 shares; 2024Q4: 3,554,752 shares; 2025Q1: 10,428,328 shares; 2025Q2: 10,162,118 shares; 2025Q3: 10,195,512 shares; 2025Q4: 14,125,385 shares 14,125,385$227M11.38%+3,929,873Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515,643 shares; 2025Q4: 910,022 shares 910,022$211M10.55%+394,379Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152,482 shares; 2024Q4: 1,663,824 shares; 2025Q1: 4,400,635 shares; 2025Q2: 5,459,258 shares; 2025Q3: 4,382,492 shares; 2025Q4: 1,938,334 shares 1,938,334$93M4.66%-2,444,158Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584,080 shares 584,080$28.6M1.43%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EXCEXELON CORP4,967,487$224Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-001957 base2026-02-17acceptance time not in the bulk data set