Sentry Investment Management’s Dominion Energy D Stock Holding History

Sentry Investment Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,179	Closed	-$128K	–	126
2025 Q4	$128K	Hold	2,179	–	–	0.08%	202
2025 Q3	$132K	Buy	2,179 +63	+3%	+$3.75K	0.09%	197
2025 Q2	$119K	Hold	2,116	–	–	0.07%	253
2025 Q1	$108K	Sell	2,116 -1,347	-39%	-$74.1K	0.07%	241
2024 Q4	$186K	Sell	3,463 -564	-14%	-$32.2K	0.09%	200
2024 Q3	$233K	Buy	+4,027	New	+$220K	0.1%	192
2023 Q4	–	Sell	-4,858	Closed	-$217K	–	477
2023 Q3	$217K	Sell	4,858 -942	-16%	-$46.8K	0.1%	195
2023 Q2	$300K	Buy	+5,800	New	+$315K	0.11%	190
2023 Q1	–	Sell	-2,034	Closed	-$125K	–	475
2022 Q4	$125K	Sell	2,034 -3,360	-62%	-$211K	0.06%	330
2022 Q3	$373K	Hold	5,394	–	–	0.18%	124
2022 Q2	$430K	Sell	5,394 -1,051	-16%	-$86.8K	0.19%	112
2022 Q1	$548K	Sell	6,445 -1,290	-17%	-$104K	0.17%	122
2021 Q4	$608K	Buy	7,735 +1,261	+19%	+$94.9K	0.16%	148
2021 Q3	$473K	Sell	6,474 -1,737	-21%	-$132K	0.14%	163
2021 Q2	$604K	Hold	8,211	–	–	0.15%	155
2021 Q1	$624K	Sell	8,211 -39,340	-83%	-$2.86M	0.17%	143
2020 Q4	$3.58M	Sell	47,551 -5,769	-11%	-$458K	0.18%	138
2020 Q3	$4.21M	Buy	53,320 +6,727	+14%	+$528K	0.23%	108
2020 Q2	$3.78M	Buy	46,593 +5,033	+12%	+$404K	0.23%	105
2020 Q1	$3M	Buy	41,560 +30,068	+262%	+$2.46M	0.22%	115
2019 Q4	$952K	Hold	11,492	–	–	0.06%	297
2019 Q3	$931K	Sell	11,492 -36,474	-76%	-$2.82M	0.06%	287
2019 Q2	$3.71M	Buy	47,966 +13,864	+41%	+$1.06M	0.25%	107
2019 Q1	$2.61M	Sell	34,102 -7,171	-17%	-$524K	0.18%	142
2018 Q4	$2.95M	Sell	41,273 -1,094	-3%	-$79.9K	0.21%	121
2018 Q3	$2.98M	Hold	42,367	–	–	0.18%	142
2018 Q2	$2.89M	Sell	42,367 -4,533	-10%	-$295K	0.19%	144
2018 Q1	$3.16M	Buy	46,900 +12,376	+36%	+$914K	0.19%	136
2017 Q4	$2.8M	Sell	34,524 -15,033	-30%	-$1.22M	0.15%	165
2017 Q3	$3.81M	Buy	49,557 +606	+1%	+$47.1K	0.14%	130
2017 Q2	$3.75M	Hold	48,951	–	–	0.15%	124
2017 Q1	$3.8M	Buy	48,951 +5,315	+12%	+$402K	0.16%	120
2016 Q4	$3.34M	Buy	43,636 +14,088	+48%	+$1.04M	0.14%	128
2016 Q3	$2.19M	Sell	29,548 -16,042	-35%	-$1.22M	0.1%	181
2016 Q2	$3.55M	Hold	45,590	–	–	0.16%	105
2016 Q1	$3.42M	Buy	45,590 +495	+1%	+$35K	0.15%	106
2015 Q4	$3.05M	Buy	45,095 +25,383	+129%	+$1.75M	0.14%	122
2015 Q3	$1.39M	Hold	19,712	–	–	0.07%	213
2015 Q2	$1.32M	Sell	19,712 -15,077	-43%	-$1.06M	0.06%	244
2015 Q1	$2.46M	Sell	34,789 -23,500	-40%	-$1.74M	0.12%	142
2014 Q4	$4.48M	Hold	58,289	–	–	0.22%	85
2014 Q3	$4.03M	Buy	58,289 +1,489	+3%	+$103K	0.21%	81
2014 Q2	$4.06M	Buy	56,800 +3,900	+7%	+$274K	0.21%	80
2014 Q1	$3.75M	Sell	52,900 -500	-0.9%	-$34.1K	0.2%	75
2013 Q4	$3.45M	Buy	53,400 +2,700	+5%	+$174K	0.19%	88
2013 Q3	$3.17M	Buy	50,700 +12,500	+33%	+$741K	0.19%	87
2013 Q2	$2.17M	Buy	+38,200	New	+$2.24M	0.13%	84

Other funds holding D

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Sentry Investment Management's D Position: Q1 2026 in Review

Sentry Investment Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 2,179 shares — an estimated $128K sold.

Sentry Investment Management first reported a position in D in Q2 2013 and held it in 47 quarters. The position peaked at $4.48M in Q4 2014. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

Sentry Investment Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 2,179 Dominion Energy shares in Q1 2026, an estimated $128K.
Sentry Investment Management first reported a position in Dominion Energy in Q2 2013 and held it in 47 quarters.
Sentry Investment Management's Dominion Energy position peaked at $4.48M in Q4 2014.
1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.