Sunday, June 21, 2026

Week in Review 25/26

 



Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.



Received Dividends:



June 15, 2026


  • €28.02 – NextEra Energy, Inc. (NEE)
  • €13.98 – The Hershey Company (HSY)
  • €26.02 – Main Street Capital Corporation (MAIN)
  • €32.88 – Realty Income Corporation (O)


June 16, 2026


  • €23.88 – Duke Energy Corporation (DUK)
  • €23.79 – McDonald's Corporation (MCD)


June 17, 2026


  • €18.84 – Viatris Inc. (VTRS)


June 18, 2026


  • €22.61 – The Home Depot, Inc. (HD)


Week 25: Total net dividends €190.02



Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.



Portfolio Holdings News:



June 15, 2026


  • Kesko Corporation (KESKO) to strengthen its technical trade by acquiring Dahl’s operations in Sweden, Norway and Denmark; KESKO announced that it has entered into an agreement to acquire the technical trade operations of Dahl in Sweden, Norway, and Denmark from Saint-Gobain. The businesses being acquired generated combined net sales of nearly €2.1 billion in 2025. The transaction is valued at €1.2 billion on a debt-free basis, excluding lease commitments, or €1.518 billion including lease commitments as of year-end 2025. Completion of the acquisition is subject to customary regulatory approvals, including competition authority clearance.


  • Lockheed Martin Rotary and Mission Systems, a unit of Lockheed Martin Corporation (LMT), secured a contract modification worth approximately $223.9 million to exercise options for SONAR engineering, development, and production support. The work primarily supports the U.S. Navy, which accounts for 97% of the contract value, with the remaining 3% allocated to Canada under the Foreign Military Sales (FMS) program.


June 17, 2026


  • General Dynamics Corporation (GD), announced that its Mission Systems unit has received a $116.64 million contract modification from the U.S. Navy. The modification exercises options under a previously awarded agreement and covers the production of specialized hardware in support of the MK 54 Lightweight Torpedo Program.


  • W. P. Carey Inc. (WPC) Tenant Hellweg Files for Insolvency; WPC announced that its tenant, Hellweg Die Profi-Baumärkte GmbH & Co. KG (“Hellweg”), has filed for insolvency under self-administration. As of June 16, 2026, WPC leased 16 properties to Hellweg, representing approximately $15.2 million in annualized base rent (ABR). Hellweg has paid rent through the end of May 2026, and WPC holds bank guarantees covering three months of rent that can be drawn in the event of non-payment.


June 18, 2026


  • Production curtailments at UPM-Kymmene Corporation’s (UPM) pulp mills in Finland; The UPM Kaukas pulp mill will be temporarily shut down as of August 3, 2026 for approximately six weeks. In addition, a potential temporary shutdown of the UPM Pietarsaari pulp mill is being planned for October. These shutdowns are intended to optimize production levels and wood sourcing and to ensure profitability in the current market and cost environments.



Articles that caught my attention:





Thanks for stopping by!


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