Tenn Valley Authority (tva V0 05/01/29 A)Preferred / convertible

13F holders, Q2 2025 (June 30)
3holders
1new positions
1sold out
$23.22avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Tenn Valley Authority (tva V0 05/01/29 A) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Iat Reinsurance Co. LTD. ($6.0M), Summit Financial, LLC ($1.1M) and Nvwm, LLC ($117K).

Company
Tenn Valley Authority (tva V0 05/01/29 A)
Filed as
TENNESSEE VALLEY AUTH PARRS A 2029 (Q2 2025)
CUSIP
880591409
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$117K
Exits1$24K

All 13F filers, Q1 2025 → Q2 2025: 6,366 shares bought and 1,000 shares sold, net +5,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Iat Reinsurance Co. LTD. — No change 260,000 $6.0M
Summit Financial, LLC — Add +2.8% 48,927 $1.1M
Nvwm, LLC — New 5,020 $117K

"% of holder's portfolio" is TENN VALLEY AUTHORITY (TVA V0 05/01/29 A)'s weight in each manager's 13F, not the share of Tenn Valley Authority (tva V0 05/01/29 A) the manager owns.