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DOMINION RES INC VA NEW
DOMINION RES INC VA NEW. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 54 Institutional holders with a total value of $119,776,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 293,017 22,835,000 19.06%
2 AVIANCE CAPITAL MANAGEMENT, LLC 193,651 15,091,000 12.60%
3 Main Street Research LLC 149,186 11,626,000 9.71%
4 OUTFITTER ADVISORS, LTD. 90,342 7,040,000 5.88%
5 SCHMIDT P J INVESTMENT MANAGEMENT INC 83,690 6,522,000 5.45%
6 J.P. Morgan Private Wealth Advisors LLC 76,170 5,935,000 4.96%
7 World Asset Management Inc 62,238 4,850,000 4.05%
8 BURNHAM ASSET MANAGEMENT CORP /NY/ 55,856 4,353,000 3.63%
9 AMERICAN NATIONAL INSURANCE CO 55,625 4,335,000 3.62%
10 PETTYJOHN, WOOD & WHITE, INC 50,673 3,949,000 3.30%
11 RAY GERALD L & ASSOCIATES LTD 29,498 2,299,000 1.92%
12 CHICKASAW CAPITAL MANAGEMENT LLC 28,360 2,210,000 1.85%
13 LEE DANNER & BASS INC 26,175 2,040,000 1.70%
14 HUFF W R ASSET MANAGEMENT CO LLC /DE/ 25,188 1,963,000 1.64%
15 Birch Hill Investment Advisors LLC 22,178 1,728,000 1.44%
16 FLPUTNAM INVESTMENT MANAGEMENT CO 21,745 1,695,000 1.42%
17 CATAWBA CAPITAL MANAGEMENT /VA 21,074 1,642,000 1.37%
18 Boltwood Capital Management 19,593 1,527,000 1.27%
19 PRIO WEALTH LIMITED PARTNERSHIP 16,309 1,270,000 1.06%
20 CALDWELL & ORKIN INC 15,645 1,219,000 1.02%
21 Azimuth Capital Management LLC 15,086 1,176,000 0.98%
22 THOMAS STORY & SON LLC 13,903 1,083,000 0.90%
23 TOTH FINANCIAL ADVISORY CORP 11,597 904,000 0.75%
24 American National Registered Investment Advisor, Inc. 11,133 868,000 0.72%
25 INVESTMENT MANAGEMENT OF VIRGINIA LLC 10,605 826,000 0.69%
26 EADS & HEALD WEALTH MANAGEMENT 9,145 713,000 0.60%
27 KCM INVESTMENT ADVISORS LLC 8,667 675,000 0.56%
28 D L CARLSON INVESTMENT GROUP INC 8,207 640,000 0.53%
29 CYPRESS ASSET MANAGEMENT INC/TX 7,396 576,000 0.48%
30 Newman Dignan & Sheerar, Inc. 6,965 543,000 0.45%
31 Parsec Financial Management, Inc. 6,776 528,000 0.44%
32 NICHOLS & PRATT ADVISERS LLP /MA 6,420 500,000 0.42%
33 DOWLING & YAHNKE LLC 6,228 485,000 0.40%
34 SFE Investment Counsel 6,200 483,000 0.40%
35 Colonial Trust Advisors 5,750 448,000 0.37%
36 SCHALLER INVESTMENT GROUP INC 5,609 437,000 0.36%
37 Kimelman & Baird, LLC 5,200 405,000 0.34%
38 SCHNIEDERS CAPITAL MANAGEMENT LLC 5,165 403,000 0.34%
39 FARR MILLER & WASHINGTON LLC/DC 4,890 381,000 0.32%
40 FRANKLIN STREET ADVISORS INC /NC 4,725 368,000 0.31%
41 TAURUS ASSET MANAGEMENT, LLC 4,356 339,000 0.28%
42 GAMBLE JONES INVESTMENT COUNSEL 3,735 291,000 0.24%
43 WINDWARD CAPITAL MANAGEMENT CO /CA 3,369 263,000 0.22%
44 Lipe & Dalton 3,366 262,000 0.22%
45 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,350 261,000 0.22%
46 DEARBORN PARTNERS LLC 3,342 260,000 0.22%
47 BEACH INVESTMENT COUNSEL INC/PA 3,250 253,000 0.21%
48 MCMILLION CAPITAL MANAGEMENT INC 3,166 247,000 0.21%
49 RONALD BLUE & CO LLC 3,135 244,000 0.20%
50 Ascent Wealth Partners, LLC 2,944 229,000 0.19%
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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.