Tenn Valley Authority (tva V2.134 06/01/28 D)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$23.53avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Tenn Valley Authority (tva V2.134 06/01/28 D) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Iat Reinsurance Co. LTD. ($2.8M), Summit Financial, LLC ($968K) and 10Elms LLP ($118K).
- Company
- Tenn Valley Authority (tva V2.134 06/01/28 D)
- Filed as
- TENNESSEE VALLEY AUTH PUTABLE AUTOMATIC RATE RESET 5.49 6/1/2028 1998 SER D B/E (Q2 2025)
- CUSIP
- 880591300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 1,577 shares bought, net +1,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Iat Reinsurance Co. LTD. | — | No change | 120,000 | $2.8M |
| Summit Financial, LLC | — | Add +3.1% | 41,356 | $968K |
| 10Elms LLP | — | No change | 5,037 | $118K |
| Lanark Financial, Inc. | — | New | 350 | $8K |
"% of holder's portfolio" is TENN VALLEY AUTHORITY (TVA V2.134 06/01/28 D)'s weight in each manager's 13F, not the share of Tenn Valley Authority (tva V2.134 06/01/28 D) the manager owns.