Electron Capital Partners, LLC MTZ — MASTEC INC

Ownership history in Electron Capital Partners, LLC  ·  24 quarters on record

AI Ownership Summary

Electron Capital Partners, LLC reported MASTEC INC (MTZ) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.98% in 2026 Q1. The latest visible filing shows MTZ at 8.98% 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 MTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Electron Capital Partners, LLC's position in MASTEC INC, 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

MTZ was reported at 8.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.98% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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.

MTZ stock page Electron Capital Partners, LLC fund profile Electron Capital Partners, LLC full holdings
How Electron Capital Partners, LLC held MTZ — position size vs. price
% of Fund (quarterly)    MTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 713,013 -91,290 -11.4% 8.98% $229.4M 2026-05-15 $414.90
2025 Q4 REDUCED — — — 804,303 -14,788 -1.8% 8.12% $174.8M 2026-02-17 $267.93
2025 Q3 ADDED — — — 819,091 +71,758 +9.6% 7.90% $174.3M 2025-11-14 $192.22
2025 Q2 ADDED — — — 747,333 +14,504 +2.0% 6.81% $127.4M 2025-08-14 $178.00
2025 Q1 REDUCED 29.3% +46.0% ❌ 732,829 -304,080 -29.3% 5.61% $85.5M 2025-05-15 $155.61
2024 Q4 REDUCED 18.1% -14.3% ✅ 1,036,909 -229,660 -18.1% 7.34% $141.2M 2025-02-14 $135.78
2024 Q3 ADDED — — — 1,266,569 +1,145,150 +943.1% 7.50% $155.9M 2024-11-14 $137.40
2024 Q2 REDUCED 92.9% +15.1% ❌ 121,419 -1,598,657 -92.9% 0.01% $104K 2024-08-14 $108.73
2024 Q1 REDUCED — — — 1,720,076 -5,133 -0.3% 7.03% $160.4M 2024-05-15 $106.99
2023 Q4 ADDED — — — 1,725,209 +238,874 +16.1% 5.50% $130.6M 2024-02-14 $72.78
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MTZ

As of 2026 Q1 — sorted by position size

Hill City Capital, LP 3Y 24.77% PECONIC PARTNERS LLC 3Y 7Y 19.92% HILLMAN CO 3Y 7Y 18.1% Goodlander Investment Management, LLC 16.14% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 9.39% 1060 Capital, LLC 3Y 7Y 7.7% Paloma Partners Management Co 3Y 7Y 7.2% Newbrook Capital Advisors LP 3Y 7Y 6.49% 140 Summer Partners LP 3Y 6.47% ThornTree Capital Partners LP 3Y 7Y 6.44%

FAQ About Electron Capital Partners, LLC and MTZ

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

How long has Electron Capital Partners, LLC reported owning MTZ?

Electron Capital Partners, LLC reported MTZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MTZ position in Electron Capital Partners, LLC's portfolio?

The largest reported portfolio weight for MTZ was 8.98% in 2026 Q1.

What is the latest reported MTZ position on this page?

The most recent filing on this page is 2026 Q1, when Electron Capital Partners, LLC reported 713,013 shares, equal to 8.98% of portfolio, with an estimated market value of $229.4M.

What does the chart on this MTZ ownership page compare?

The chart compares Electron Capital Partners, LLC's quarterly MTZ 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 Electron Capital Partners, LLC time their MTZ position?

Based on 13F filing dates vs. subsequent MTZ price moves, Electron Capital Partners, LLC correctly timed 11 out of 23 reported position changes (48%). The annualised alpha on MTZ relative to SPY over the holding period was +17.9%.

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