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

Institutional Holders (2017Q1)
Portfolio Summary: 55 Institutional holders with a total value of $98,384,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 288,277 22,362,000 22.73%
2 J.P. Morgan Private Wealth Advisors LLC 113,549 8,808,000 8.95%
3 OUTFITTER ADVISORS, LTD. 86,772 6,731,000 6.84%
4 SCHMIDT P J INVESTMENT MANAGEMENT INC 79,257 6,148,000 6.25%
5 World Asset Management Inc 65,636 5,091,000 5.17%
6 PETTYJOHN, WOOD & WHITE, INC 59,607 4,624,000 4.70%
7 AMERICAN NATIONAL INSURANCE CO 55,625 4,315,000 4.39%
8 Curi Capital, LLC 37,541 2,912,000 2.96%
9 RADNOR CAPITAL MANAGEMENT, LLC 32,263 2,503,000 2.54%
10 Colonial Trust Advisors 30,303 2,352,000 2.39%
11 CHICKASAW CAPITAL MANAGEMENT LLC 28,360 2,200,000 2.24%
12 LEE DANNER & BASS INC 25,445 1,974,000 2.01%
13 CATAWBA CAPITAL MANAGEMENT /VA 24,264 1,882,000 1.91%
14 FLPUTNAM INVESTMENT MANAGEMENT CO 21,039 1,632,000 1.66%
15 Birch Hill Investment Advisors LLC 20,793 1,613,000 1.64%
16 Boltwood Capital Management 19,968 1,548,000 1.57%
17 ELCO MANAGEMENT CO., LLC 19,895 1,543,000 1.57%
18 PRIO WEALTH LIMITED PARTNERSHIP 16,557 1,284,000 1.31%
19 Azimuth Capital Management LLC 14,497 1,125,000 1.14%
20 Main Street Research LLC 14,449 1,121,000 1.14%
21 Ancora Advisors LLC 14,073 1,091,000 1.11%
22 TOTH FINANCIAL ADVISORY CORP 13,924 1,080,000 1.10%
23 THOMAS STORY & SON LLC 13,903 1,078,000 1.10%
24 ARMOR INVESTMENT ADVISORS, LLC 11,916 924,000 0.94%
25 EADS & HEALD WEALTH MANAGEMENT 11,681 906,000 0.92%
26 American National Registered Investment Advisor, Inc. 11,133 864,000 0.88%
27 WINDWARD CAPITAL MANAGEMENT CO /CA 9,058 703,000 0.71%
28 INVESTMENT MANAGEMENT OF VIRGINIA LLC 9,025 700,000 0.71%
29 KCM INVESTMENT ADVISORS LLC 8,833 685,000 0.70%
30 CYPRESS ASSET MANAGEMENT INC/TX 7,106 551,000 0.56%
31 Newman Dignan & Sheerar, Inc. 6,965 540,000 0.55%
32 DOWLING & YAHNKE LLC 6,443 500,000 0.51%
33 D L CARLSON INVESTMENT GROUP INC 6,409 497,000 0.51%
34 NICHOLS & PRATT ADVISERS LLP /MA 5,836 453,000 0.46%
35 SCHALLER INVESTMENT GROUP INC 5,609 435,000 0.44%
36 Parsec Financial Management, Inc. 5,271 409,000 0.42%
37 Kimelman & Baird, LLC 5,200 403,000 0.41%
38 FARR MILLER & WASHINGTON LLC/DC 4,890 379,000 0.39%
39 SHELTON CAPITAL MANAGEMENT 4,751 369,000 0.38%
40 Sequent Asset Management, LLC 4,543 352,000 0.36%
41 TAURUS ASSET MANAGEMENT, LLC 4,356 338,000 0.34%
42 CERITY PARTNERS LLC 4,352 338,000 0.34%
43 FRANKLIN STREET ADVISORS INC /NC 4,160 323,000 0.33%
44 RONALD BLUE & CO LLC 3,797 295,000 0.30%
45 GAMBLE JONES INVESTMENT COUNSEL 3,598 279,000 0.28%
46 Lipe & Dalton 3,366 261,000 0.27%
47 NORTH POINT PORTFOLIO MANAGERS CORP/OH 3,350 260,000 0.26%
48 BEACH INVESTMENT COUNSEL INC/PA 3,250 252,000 0.26%
49 MCMILLION CAPITAL MANAGEMENT INC 3,166 246,000 0.25%
50 DEARBORN PARTNERS LLC 3,142 244,000 0.25%
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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.