Shelter Mutual Insurance’s NextEra Energy, Inc. NEE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.73M	Hold	82,520	–	–	1.33%	31
2025 Q1	$5.85M	Hold	82,520	–	–	1.41%	30
2024 Q4	$5.92M	Hold	82,520	–	–	1.47%	31
2024 Q3	$6.16M	Hold	82,520	–	–	1.47%	31
2024 Q2	$5.84M	Hold	82,520	–	–	1.52%	31
2024 Q1	$5.27M	Hold	82,520	–	–	1.36%	34
2023 Q4	$5.01M	Hold	82,520	–	–	1.38%	35
2023 Q3	$4.73M	Hold	82,520	–	–	1.32%	35
2023 Q2	$6.12M	Hold	82,520	–	–	1.49%	30
2023 Q1	$6.36M	Hold	82,520	–	–	1.77%	26
2022 Q4	$6.9M	Hold	82,520	–	–	1.98%	24
2022 Q3	$6.47M	Hold	82,520	–	–	2.1%	20
2022 Q2	$6.39M	Hold	82,520	–	–	1.94%	24
2022 Q1	$6.99M	Hold	82,520	–	–	1.83%	27
2021 Q4	$7.7M	Hold	82,520	–	–	2%	24
2021 Q3	$6.48M	Hold	82,520	–	–	1.83%	25
2021 Q2	$6.05M	Hold	82,520	–	–	1.69%	28
2021 Q1	$6.24M	Hold	82,520	–	–	1.75%	26
2020 Q4	$6.37M	Hold	82,520	–	–	2%	18
2020 Q3	$5.73M	Hold	82,520	–	–	1.96%	21
2020 Q2	$4.96M	Buy	82,520 +8,880	+12%	+$533K	1.85%	25
2020 Q1	$4.43M	Hold	73,640	–	–	1.85%	26
2019 Q4	$4.46M	Hold	73,640	–	–	1.51%	31
2019 Q3	$4.29M	Hold	73,640	–	–	1.25%	33
2019 Q2	$3.77M	Sell	73,640 -7,160	-9%	-$367K	1.08%	35
2019 Q1	$3.91M	Hold	80,800	–	–	1.15%	37
2018 Q4	$3.51M	Hold	80,800	–	–	1.12%	36
2018 Q3	$3.39M	Hold	80,800	–	–	0.95%	40
2018 Q2	$3.37M	Sell	80,800 -8,800	-10%	-$367K	1%	41
2018 Q1	$3.66M	Buy	89,600 +16,400	+22%	+$670K	1.09%	38
2017 Q4	$2.86M	Hold	73,200	–	–	0.85%	39
2017 Q3	$2.68M	Buy	+73,200	New	+$2.68M	0.84%	40