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CIK: 0001924953
Total reported value
$3.3B
$3.3B
9 檔
36.9%
As reported in its official Q3 2025 Form 13F filing, ATLAS Infrastructure Partners's tracked investment portfolio stood at $3.3B with 9 total positions.
In Q3 2025, ATLAS Infrastructure Partners displayed an active expansion posture, initiating 3 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PNW | Pinnacle West Capital | Stock-Utilities | 14.90% | -0.70% | +8.00% | |
| 2 | ED | Consolidated Edison Inc | Stock-Utilities | 14.19% | -0.68% | +9.03% | |
| 3 | EIX | Edison International | Stock-Utilities | 12.76% | -0.71% | +0.23% | |
| 4 | EXC | Exelon CORP | Stock-Utilities | 12.02% | +10.96% | NEW | |
| 5 | PEG | Public Service Enterprise Gp | Stock-Utilities | 11.52% | +3.65% | +253.34% | |
| 6 | POR | Portland General Electric Co | Stock-Utilities | 10.36% | — | -19.72% | |
| 7 | EMA | Emera Inc | Stock-Other | 9.43% | -5.02% | — | |
| 8 | PCG | P G & E CORP | Stock-Utilities | 8.26% | -0.28% | +0.33% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 6.55% | -8.68% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | POR | Portland General Electric Co | -3.4% | -19.72% | Trim |
| 2 | ED | Consolidated Edison Inc | -3.7% | +9.03% | Add |
| 3 | PNW | Pinnacle West Capital | -3.8% | +8.00% | Add |
| 4 | PCG | P G & E CORP | -4.3% | +0.33% | Trim |
| 5 | EIX | Edison International | -5.5% | +0.23% | Trim |
| 6 | EXC | Exelon CORP | -6.8% | -17.26% | Trim |
| 7 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 8 | EMA | Emera Inc | — | NEW | New buy |
| 9 | UNP | Union Pacific CORP | — | NEW | New buy |
According to official SEC Form 13F filings, ATLAS Infrastructure Partners reported a total U.S. public equity portfolio value of $3.3B across 9 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PNW, ED, EIX) accounted for 36.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
PEG
市值: $214.3M
Top Position Liquidated / Trimmed
EXC
前期市值: $267.1M
During Q3 2025, ATLAS Infrastructure Partners's top holdings by market value included PNW (14.9%)、ED (14.2%)、EIX (12.8%). The largest single position, PNW, represented 14.9% of total portfolio value.
In Q3 2025, ATLAS Infrastructure Partners made 9 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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