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

Institutional Holders (2016Q4)
Portfolio Summary: 53 Institutional holders with a total value of $109,058,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 450,750 34,523,000 31.66%
2 J.P. Morgan Private Wealth Advisors LLC 106,337 8,144,000 7.47%
3 OUTFITTER ADVISORS, LTD. 86,472 6,623,000 6.07%
4 SCHMIDT P J INVESTMENT MANAGEMENT INC 81,939 6,276,000 5.75%
5 World Asset Management Inc 59,452 4,553,000 4.17%
6 AMERICAN NATIONAL INSURANCE CO 55,625 4,260,000 3.91%
7 PETTYJOHN, WOOD & WHITE, INC 49,552 3,795,000 3.48%
8 Curi Capital, LLC 37,444 2,868,000 2.63%
9 RADNOR CAPITAL MANAGEMENT, LLC 32,263 2,471,000 2.27%
10 Colonial Trust Advisors 30,001 2,298,000 2.11%
11 CHICKASAW CAPITAL MANAGEMENT LLC 28,360 2,172,000 1.99%
12 LEE DANNER & BASS INC 25,425 1,947,000 1.79%
13 HUFF W R ASSET MANAGEMENT CO LLC /DE/ 24,893 1,907,000 1.75%
14 CATAWBA CAPITAL MANAGEMENT /VA 23,864 1,828,000 1.68%
15 FLPUTNAM INVESTMENT MANAGEMENT CO 23,269 1,782,000 1.63%
16 Birch Hill Investment Advisors LLC 21,518 1,648,000 1.51%
17 Boltwood Capital Management 19,993 1,531,000 1.40%
18 ELCO MANAGEMENT CO., LLC 19,845 1,520,000 1.39%
19 PRIO WEALTH LIMITED PARTNERSHIP 16,557 1,268,000 1.16%
20 Ancora Advisors LLC 14,573 1,116,000 1.02%
21 Main Street Research LLC 14,274 1,093,000 1.00%
22 THOMAS STORY & SON LLC 13,903 1,065,000 0.98%
23 Azimuth Capital Management LLC 13,886 1,064,000 0.98%
24 TOTH FINANCIAL ADVISORY CORP 11,678 894,000 0.82%
25 ARMOR INVESTMENT ADVISORS, LLC 11,416 874,000 0.80%
26 EADS & HEALD WEALTH MANAGEMENT 11,307 866,000 0.79%
27 American National Registered Investment Advisor, Inc. 11,133 853,000 0.78%
28 INVESTMENT MANAGEMENT OF VIRGINIA LLC 9,905 758,000 0.70%
29 KCM INVESTMENT ADVISORS LLC 8,801 674,000 0.62%
30 WINDWARD CAPITAL MANAGEMENT CO /CA 7,478 573,000 0.53%
31 CYPRESS ASSET MANAGEMENT INC/TX 7,196 551,000 0.51%
32 Newman Dignan & Sheerar, Inc. 6,965 533,000 0.49%
33 Parsec Financial Management, Inc. 6,799 521,000 0.48%
34 D L CARLSON INVESTMENT GROUP INC 6,509 499,000 0.46%
35 NICHOLS & PRATT ADVISERS LLP /MA 6,420 492,000 0.45%
36 DOWLING & YAHNKE LLC 6,325 484,000 0.44%
37 SCHALLER INVESTMENT GROUP INC 5,609 430,000 0.39%
38 SHELTON CAPITAL MANAGEMENT 5,551 425,000 0.39%
39 Kimelman & Baird, LLC 5,200 398,000 0.36%
40 FARR MILLER & WASHINGTON LLC/DC 4,890 375,000 0.34%
41 TAURUS ASSET MANAGEMENT, LLC 4,356 334,000 0.31%
42 FRANKLIN STREET ADVISORS INC /NC 4,285 328,000 0.30%
43 GAMBLE JONES INVESTMENT COUNSEL 3,577 274,000 0.25%
44 RONALD BLUE & CO LLC 3,548 272,000 0.25%
45 Lipe & Dalton 3,366 258,000 0.24%
46 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,350 257,000 0.24%
47 BEACH INVESTMENT COUNSEL INC/PA 3,250 249,000 0.23%
48 MCMILLION CAPITAL MANAGEMENT INC 3,166 242,000 0.22%
49 DEARBORN PARTNERS LLC 3,142 241,000 0.22%
50 Ascent Wealth Partners, LLC 2,944 225,000 0.21%
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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.