Shelter Mutual Insurance’s NextEra Energy NEE Stock Holding History

Shelter Mutual Insurance’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.24M	Hold	82,520	–	–	1.53%	28
2026 Q1	$7.66M	Hold	82,520	–	–	1.7%	28
2025 Q4	$6.62M	Hold	82,520	–	–	1.48%	30
2025 Q3	$6.23M	Hold	82,520	–	–	1.4%	30
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%	+$532K	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%	-$352K	1.08%	35
2019 Q1	$3.9M	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%	-$355K	1%	41
2018 Q1	$3.66M	Buy	89,600 +16,400	+22%	+$632K	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

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shelter Mutual Insurance's NEE Position: Q2 2026 in Review

Shelter Mutual Insurance held its NextEra Energy (NEE) position steady in Q2 2026 at 82,520 shares worth $7.24M. The position accounts for 1.53% of the portfolio, ranked #28.

Shelter Mutual Insurance first reported a position in NEE in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.7M in Q4 2021. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Shelter Mutual Insurance held 82,520 shares of NextEra Energy worth $7.24M as of Q2 2026.
Shelter Mutual Insurance left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 1.53% of Shelter Mutual Insurance's portfolio in Q2 2026, its #28 holding.
Shelter Mutual Insurance first reported a position in NextEra Energy in Q3 2017 and has held it in 36 quarters since.
Shelter Mutual Insurance's NextEra Energy position peaked at $7.7M in Q4 2021.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.