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DOMINION ENERGY INC
DOMINION ENERGY INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 952 Institutional holders with a total value of $30,480,035,874.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MYCIO WEALTH PARTNERS, LLC 20 1,000 0.00%
2 SONORA INVESTMENT MANAGEMENT, LLC 19 1,411 0.00%
3 WOODMONT INVESTMENT COUNSEL LLC 25 2,000 0.00%
4 DELPHI PRIVATE ADVISORS LLC 40 3,000 0.00%
5 HERNDON CAPITAL MANAGEMENT LLC 57 4,000 0.00%
6 BALDWIN WEALTH PARTNERS LLC/MA 55 4,000 0.00%
7 FRED ALGER MANAGEMENT, LLC 48 4,000 0.00%
8 D. SCOTT NEAL, INC. 55 4,000 0.00%
9 TRUST DEPARTMENT MB FINANCIAL BANK N A 60 4,000 0.00%
10 AllSquare Wealth Management LLC 70 5,000 0.00%
11 PROFICIO CAPITAL PARTNERS LLC 83 6,000 0.00%
12 CUTLER GROUP LLC / CA 31,500 7,000 0.00% Call
13 AGF INVESTMENTS INC. 96 7,000 0.00%
14 HORAN SECURITIES, INC. 98 7,000 0.00%
15 Liberty Capital Management, Inc. 100 7,000 0.00%
16 Cable Hill Partners, LLC 112 8,000 0.00%
17 Lowe Wealth Advisors, LLC 125 9,000 0.00%
18 Glassman Wealth Services 119 9,000 0.00%
19 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 127 9,000 0.00%
20 Tortoise Investment Management, LLC 148 11,000 0.00%
21 MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 11,000 0.00%
22 ROBLE, BELKO & COMPANY, INC 151 11,000 0.00%
23 Klingman & Associates, LLC 152 11,000 0.00%
24 INTEGRATED WEALTH COUNSEL, LLC 145 11,000 0.00%
25 PINKERTON WEALTH, LLC 152 11,000 0.00%
26 Cypress Capital Management LLC (WY) 150 11,141 0.00%
27 WEALTHPLAN PARTNERS, LLC 155 11,173 0.00%
28 DUBUQUE BANK & TRUST CO 159 12,000 0.00%
29 TORTOISE CAPITAL ADVISORS, L.L.C. 203 15,000 0.00%
30 FIRST PREMIER BANK 200 15,000 0.00%
31 SARGENT BICKHAM LAGUDIS LLC 207 15,000 0.00%
32 Somerset Trust Co 200 15,000 0.00%
33 Tarbox Family Office, Inc. 230 17,000 0.00%
34 JFS WEALTH ADVISORS, LLC 237 18,000 0.00%
35 DAVIDSON INVESTMENT ADVISORS 275 20,000 0.00%
36 RPG FAMILY WEALTH ADVISORY, LLC 282 20,944 0.00%
37 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 287 21,000 0.00%
38 Focused Wealth Management, Inc 325 24,000 0.00%
39 HOWE & RUSLING INC 335 25,000 0.00%
40 HEFTY WEALTH PARTNERS 353 26,000 0.00%
41 St. Johns Investment Management Company, LLC 375 28,000 0.00%
42 Joel Isaacson & Co., LLC 393 29,000 0.00%
43 Gemmer Asset Management LLC 395 29,000 0.00%
44 Stanford Investment Group, Inc. 400 30,000 0.00%
45 BANK OF AMERICA CORP /DE/ 400 30,000 0.00% Put
46 ARMBRUSTER CAPITAL MANAGEMENT, INC. 400 30,000 0.00%
47 Private Ocean, LLC 400 30,000 0.00%
48 Thomas J. Herzfeld Advisors, Inc. 435 32,000 0.00%
49 Endurance Wealth Management, Inc. 450 32,000 0.00%
50 ADVANTAGE INVESTMENT MANAGEMENT, LLC 455 34,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.