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

Institutional Holders (2016Q3)
Portfolio Summary: 53 Institutional holders with a total value of $126,697,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 463,608 34,432,000 27.18%
2 AVIANCE CAPITAL MANAGEMENT, LLC 217,550 16,157,000 12.75%
3 Main Street Research LLC 145,631 10,816,000 8.54%
4 J.P. Morgan Private Wealth Advisors LLC 89,333 6,635,000 5.24%
5 OUTFITTER ADVISORS, LTD. 86,772 6,445,000 5.09%
6 SCHMIDT P J INVESTMENT MANAGEMENT INC 83,492 6,201,000 4.89%
7 World Asset Management Inc 64,325 4,777,000 3.77%
8 AMERICAN NATIONAL INSURANCE CO 55,625 4,131,000 3.26%
9 PETTYJOHN, WOOD & WHITE, INC 50,297 3,736,000 2.95%
10 UNITED CAPITAL FINANCIAL ADVISORS, LLC 29,177 2,167,000 1.71%
11 CHICKASAW CAPITAL MANAGEMENT LLC 28,360 2,106,000 1.66%
12 LEE DANNER & BASS INC 25,425 1,888,000 1.49%
13 HUFF W R ASSET MANAGEMENT CO LLC /DE/ 24,913 1,850,000 1.46%
14 FLPUTNAM INVESTMENT MANAGEMENT CO 24,318 1,806,000 1.43%
15 CATAWBA CAPITAL MANAGEMENT /VA 24,064 1,787,000 1.41%
16 Birch Hill Investment Advisors LLC 21,678 1,610,000 1.27%
17 ELCO MANAGEMENT CO., LLC 20,000 1,485,000 1.17%
18 Boltwood Capital Management 19,993 1,484,000 1.17%
19 PRIO WEALTH LIMITED PARTNERSHIP 16,309 1,211,000 0.96%
20 CALDWELL & ORKIN INC 15,645 1,162,000 0.92%
21 Azimuth Capital Management LLC 13,986 1,039,000 0.82%
22 THOMAS STORY & SON LLC 13,903 1,033,000 0.82%
23 TOTH FINANCIAL ADVISORY CORP 11,674 867,000 0.68%
24 American National Registered Investment Advisor, Inc. 11,133 827,000 0.65%
25 INVESTMENT MANAGEMENT OF VIRGINIA LLC 9,905 735,000 0.58%
26 EADS & HEALD WEALTH MANAGEMENT 9,145 679,000 0.54%
27 KCM INVESTMENT ADVISORS LLC 8,801 654,000 0.52%
28 Parsec Financial Management, Inc. 7,554 561,000 0.44%
29 CYPRESS ASSET MANAGEMENT INC/TX 7,396 549,000 0.43%
30 Newman Dignan & Sheerar, Inc. 6,965 517,000 0.41%
31 D L CARLSON INVESTMENT GROUP INC 6,551 487,000 0.38%
32 SFE Investment Counsel 6,200 483,000 0.38%
33 NICHOLS & PRATT ADVISERS LLP /MA 6,420 477,000 0.38%
34 DOWLING & YAHNKE LLC 6,228 463,000 0.37%
35 WINDWARD CAPITAL MANAGEMENT CO /CA 5,848 434,000 0.34%
36 Colonial Trust Advisors 5,750 427,000 0.34%
37 SHELTON CAPITAL MANAGEMENT 5,551 425,000 0.34%
38 SCHALLER INVESTMENT GROUP INC 5,609 417,000 0.33%
39 Kimelman & Baird, LLC 5,200 386,000 0.30%
40 FARR MILLER & WASHINGTON LLC/DC 4,890 363,000 0.29%
41 TAURUS ASSET MANAGEMENT, LLC 4,356 324,000 0.26%
42 FRANKLIN STREET ADVISORS INC /NC 4,350 323,000 0.25%
43 GAMBLE JONES INVESTMENT COUNSEL 3,557 264,000 0.21%
44 Lipe & Dalton 3,366 250,000 0.20%
45 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,350 249,000 0.20%
46 DEARBORN PARTNERS LLC 3,342 248,000 0.20%
47 BEACH INVESTMENT COUNSEL INC/PA 3,250 241,000 0.19%
48 MCMILLION CAPITAL MANAGEMENT INC 3,166 235,000 0.19%
49 RONALD BLUE & CO LLC 3,136 233,000 0.18%
50 Ascent Wealth Partners, LLC 2,944 219,000 0.17%
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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.