SF
TVE

Summit Financial’s Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 TVE Stock Holding History

Summit Financial’s Portfolio TVE Stock Details TVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-48,927
Closed -$1.14M – 1266
2025
Q2 		$1.14M Buy
48,927
+1,346
+3% +$31.2K 0.03% 394
2025
Q1 		$1.12M Buy
47,581
+1,296
+3% +$29.5K 0.03% 353
2024
Q4 		$1.03M Buy
46,285
+1,890
+4% +$42.5K 0.04% 311
2024
Q3 		$1.01M Buy
44,395
+3,604
+9% +$80.7K 0.04% 259
2024
Q2 		$899K Buy
40,791
+9,550
+31% +$207K 0.04% 249
2024
Q1 		$687K Buy
+31,241
New +$687K 0.04% 224

Other funds holding TVE

IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

Summit Financial's TVE Position: Q3 2025 in Review

Summit Financial sold out of Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 (TVE) in Q3 2025, closing a stake of 48,927 shares — an estimated $1.14M sold.

Summit Financial first reported a position in TVE in Q1 2024 and held it in 6 quarters. The position peaked at $1.14M in Q2 2025. 1 fund tracked by Wall St. Rank holds TVE as of Q3 2025.

  • Summit Financial reported no remaining Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 48,927 Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 shares in Q3 2025, an estimated $1.14M.
  • Summit Financial first reported a position in Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 in Q1 2024 and held it in 6 quarters.
  • Summit Financial's Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 position peaked at $1.14M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Tennessee Valley Authority Power Bonds 1999 Series A due May 1 2029 as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.