ATLAS Infrastructure Partners (UK) Ltd. PNW — PINNACLE WEST CAP CORP

Ownership history in ATLAS Infrastructure Partners (UK) Ltd.  ·  10 quarters on record

AI Ownership Summary

ATLAS Infrastructure Partners (UK) Ltd. reported PINNACLE WEST CAP CORP (PNW) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 21.86% in 2024 Q3. The latest visible filing shows PNW at 18.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLAS Infrastructure Partners (UK) Ltd.'s position in PINNACLE WEST CAP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PNW was reported at 18.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.86% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PNW stock page ATLAS Infrastructure Partners (UK) Ltd. fund profile ATLAS Infrastructure Partners (UK) Ltd. full holdings
How ATLAS Infrastructure Partners (UK) Ltd. held PNW — position size vs. price
% of Fund (quarterly)    PNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,074,413 +613,170 +13.7% 18.00% $511.2M 2026-05-15 $98.40
2025 Q4 ADDED — — — 4,461,243 +1,369,350 +44.3% 19.84% $395.7M 2026-02-17 $98.02
2025 Q3 ADDED — — — 3,091,893 +228,943 +8.0% 14.90% $277.2M 2025-11-14 $86.76
2025 Q2 ADDED — — — 2,862,950 +69,404 +2.5% 18.24% $256.1M 2025-08-14 $89.29
2025 Q1 ADDED — — — 2,793,546 +1,948,416 +230.5% 18.72% $266.1M 2025-05-15 $87.07
2024 Q4 REDUCED 76.2% +13.5% ❌ 845,130 -2,711,701 -76.2% 17.20% $71.6M 2025-02-14 $85.04
2024 Q3 ADDED — — — 3,556,831 +273,412 +8.3% 21.86% $315.1M 2024-11-14 $85.68
2024 Q2 REDUCED — — — 3,283,419 -60,509 -1.8% 20.84% $250.8M 2024-08-12 $80.01
2024 Q1 ADDED — — — 3,343,928 +1,938,334 +137.9% 16.89% $249.9M 2024-05-13 $71.07
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PNW

As of 2026 Q1 — sorted by position size

DECADE RENEWABLE PARTNERS LP 3Y 2.96% BARROW HANLEY MEWHINNEY & STRAUSS LLC 3Y 7Y 2.31% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 2.19% REAVES W H & CO INC 3Y 7Y 1.8% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.63% CSU Producer Resources, Inc. 3Y 7Y 1.62% CINCINNATI FINANCIAL CORP 3Y 7Y 1.48% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.34% Teza Capital Management LLC 3Y 7Y 1.34% Zimmer Partners, LP 3Y 7Y 1.21%

FAQ About ATLAS Infrastructure Partners (UK) Ltd. and PNW

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATLAS Infrastructure Partners (UK) Ltd. reported owning PNW?

ATLAS Infrastructure Partners (UK) Ltd. reported PNW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PNW position in ATLAS Infrastructure Partners (UK) Ltd.'s portfolio?

The largest reported portfolio weight for PNW was 21.86% in 2024 Q3.

What is the latest reported PNW position on this page?

The most recent filing on this page is 2026 Q1, when ATLAS Infrastructure Partners (UK) Ltd. reported 5,074,413 shares, equal to 18.00% of portfolio, with an estimated market value of $511.2M.

What does the chart on this PNW ownership page compare?

The chart compares ATLAS Infrastructure Partners (UK) Ltd.'s quarterly PNW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATLAS Infrastructure Partners (UK) Ltd. time their PNW position?

Based on 13F filing dates vs. subsequent PNW price moves, ATLAS Infrastructure Partners (UK) Ltd. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on PNW relative to SPY over the holding period was -2.4%.

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