PDC Energy, Inc.
PDCEDelisted Aug 7, 2023- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0000077877
PDC Energy, Inc. was delisted on Aug 7, 2023; its insiders filed their last Form 4 on Aug 7, 2023; 365 institutions reported holding it in 13F filings for Q2 2023, worth $5.77B in total; superinvestors Harris Associates (Oakmark) and Soros Fund Management held it.
13F holders, Q2 2022
Institutional positions in PDC Energy, Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 374
- +25 vs. Q1 2022
- Shares held
- 92.6M
- −728.6K (−0.8%) vs. Q1 2022
- Total value
- $5.71B
- −$1.07B (−15.7%) vs. Q1 2022
- New holders
- 79
- 124 more added
- Sold out
- 54
- 135 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDCE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 1 | $1.20K |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 3 | $93.8K |
| Q2 2023 | 365 | $5.77B |
| Q1 2023 | 347 | $5.36B |
| Q4 2022 | 373 | $5.45B |
| Q3 2022 | 341 | $5.13B |
| Q2 2022 | 374 | $5.71B |
| Q1 2022 | 354 | $6.83B |
| Q4 2021 | 303 | $4.78B |
| Q3 2021 | 287 | $4.66B |
| Q2 2021 | 286 | $4.55B |
| Q1 2021 | 267 | $3.45B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding PDC Energy, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 11 | $678 | 0.00% | +5+83.3% | Added |
| Leonteq Securities AG | 14 | $863 | 0.00% | +14 | New |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Northwestern Mutual Wealth Management Co | 15 | $1.00K | 0.00% | +15 | New |
| Parallax Volatility Advisers, L.P. | 22 | $1.00K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $2.00K | 0.00% | +2+7.7% | Added |
| Steward Financial Group LLC | 37 | $2.00K | 0.00% | +37 | New |
| Steward Partners Investment Advisory, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $3.00K | 0.00% | +15+40.5% | Added |
| Ronald Blue Trust, Inc. | 48 | $3.00K | 0.00% | +48 | New |
| Heritage Wealth Management, LLC | 60 | $3.70K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $4.00K | 0.00% | +6+9.5% | Added |
| Miller Wealth Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $4.00K | 0.00% | +19+38.0% | Added |
| Schubert & Co | 61 | $4.00K | 0.00% | +32+110.3% | Added |
| ACG Wealth | 63 | $4.00K | 0.00% | +63 | New |
| BDO Wealth Advisors, LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 82 | $5.05K | 0.00% | +82 | New |
| Howe & Rusling Inc | 90 | $6.00K | 0.00% | −82−47.7% | Reduced |
| Worth Asset Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 96 | $6.00K | 0.00% | +72+300.0% | Added |
| JFS Wealth Advisors, LLC | 106 | $7.00K | 0.00% | +16+17.8% | Added |
| Exchange Traded Concepts, LLC | 108 | $7.00K | 0.00% | +108 | New |
| Bell Investment Advisors, Inc | 109 | $7.00K | 0.00% | +109 | New |
| Fieldpoint Private Securities, LLC | 125 | $8.00K | 0.00% | −400−76.2% | Reduced |
| First Horizon Advisors, Inc. | 151 | $8.00K | 0.00% | +26+20.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 144 | $9.00K | 0.00% | −31−17.7% | Reduced |
| Massmutual Trust Co FSB | 153 | $9.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 148 | $9.00K | 0.00% | +27+22.3% | Added |
| Huntington National Bank | 170 | $10.0K | 0.00% | +170 | New |
| National Bank of Canada | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 177 | $11.0K | 0.02% | +177 | New |
| Crewe Advisors LLC | 186 | $11.0K | 0.00% | +186 | New |
| AdvisorNet Financial, Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 194 | $12.0K | 0.00% | +194 | New |
| WR Wealth Planners, LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 207 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 234 | $14.0K | 0.00% | −10−4.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 220 | $14.0K | 0.00% | +50+29.4% | Added |
| Hantz Financial Services, Inc. | 251 | $15.0K | 0.00% | −45−15.2% | Reduced |
| Sageworth Trust Co of South Dakota | 264 | $16.0K | 0.03% | −48−15.4% | Reduced |
| Riverview Trust Co | 256 | $16.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 337 | $21.0K | 0.00% | +54+19.1% | Added |
| Prospera Financial Services Inc | 357 | $22.0K | 0.00% | −37−9.4% | Reduced |
| Geneos Wealth Management Inc. | 443 | $27.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 473 | $29.0K | 0.02% | −90−16.0% | Reduced |
| Nomura Asset Management Co Ltd | 490 | $30.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $31.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 528 | $31.0K | 0.01% | +91+20.8% | Added |
| Parkside Financial Bank & Trust | 570 | $35.0K | 0.01% | +64+12.6% | Added |
| Quadrant Capital Group LLC | 600 | $37.0K | 0.00% | +46+8.3% | Added |
| Fifth Third Bancorp | 690 | $43.0K | 0.00% | +28+4.2% | Added |
| Rockefeller Capital Management L.P. | 718 | $44.0K | 0.00% | +290+67.8% | Added |
| CWM, LLC | 752 | $46.0K | 0.00% | +47+6.7% | Added |
| Parallel Advisors, LLC | 813 | $50.0K | 0.00% | +381+88.2% | Added |
| Pittenger & Anderson Inc | 829 | $51.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 871 | $54.0K | 0.00% | +424+94.9% | Added |
| Covestor Ltd | 924 | $57.0K | 0.05% | +293+46.4% | Added |
| Archer Investment Corp | 955 | $58.8K | 0.02% | −500−34.4% | Reduced |
| CoreCap Advisors, LLC | 974 | $60.0K | 0.00% | +974 | New |
| Proequities, Inc. | 1,020 | $63.0K | 0.01% | +3+0.3% | Added |
| Pinebridge Investments, L.P. | 1,015 | $63.0K | 0.00% | +815+407.5% | Added |
| State of Wyoming | 1,067 | $66.0K | 0.04% | +370+53.1% | Added |
| Meeder Asset Management Inc | 1,128 | $70.0K | 0.00% | −1,111−49.6% | Reduced |
| Versant Capital Management, Inc | 1,138 | $70.0K | 0.03% | −2−0.2% | Reduced |
| Pacer Advisors, Inc. | 1,149 | $71.0K | 0.00% | +211+22.5% | Added |
| Aquatic Capital Management LLC | 1,200 | $74.0K | 0.02% | +1,200 | New |
| Lazard Asset Management LLC | 1,397 | $86.0K | 0.00% | +1,217+676.1% | Added |
| Van Eck Associates Corp | 1,663 | $102.0K | 0.00% | +574+52.7% | Added |
| Harbor Investment Advisory, LLC | 1,776 | $109.0K | 0.02% | −921−34.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 2,126 | $131.0K | 0.01% | +2,126 | New |
| Harvest Fund Management Co., Ltd | 2,539 | $156.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,557 | $158.0K | 0.00% | +2,557 | New |
| Acadian Asset Management LLC | 2,662 | $165.0K | 0.00% | +2,662 | New |
| Sageworth Trust Co | 2,755 | $170.0K | 0.01% | +2,661+2,830.9% | Added |
| C M Bidwell & Associates Ltd | 3,200 | $197.0K | 0.16% | +25+0.8% | Added |
| Cetera Advisors LLC | 3,285 | $202.0K | 0.00% | −1,120−25.4% | Reduced |
| Caption Management, LLC | 3,300 | $203.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,339 | $206.0K | 0.08% | +3,339 | New |
| Evergreen Capital Management LLC | 3,379 | $208.0K | 0.01% | −1,063−23.9% | Reduced |
| IFP Advisors, Inc | 3,153 | $214.0K | 0.01% | −496−13.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,496 | $215.0K | 0.09% | +3,496 | New |
| CIBC Asset Management Inc | 3,621 | $223.0K | 0.00% | −265−6.8% | Reduced |
| Duality Advisers, LP | 3,661 | $226.0K | 0.02% | −7,598−67.5% | Reduced |
| Boothbay Fund Management, LLC | 3,799 | $234.0K | 0.01% | +3,799 | New |
| Qtron Investments LLC | 3,944 | $243.0K | 0.05% | −3,407−46.3% | Reduced |
| Kestra Advisory Services, LLC | 4,034 | $249.0K | 0.00% | +4,034 | New |
| Prudent Man Advisors, LLC | 4,126 | $254.0K | 0.12% | −288−6.5% | Reduced |
| Greenleaf Trust | 4,134 | $255.0K | 0.00% | +104+2.6% | Added |
| JustInvest LLC | 4,324 | $266.0K | 0.01% | +4,324 | New |
| Diametric Capital, LP | 4,418 | $272.0K | 0.20% | +4,418 | New |
| HSBC Holdings PLC | 4,646 | $287.0K | 0.00% | −9,699−67.6% | Reduced |
| Van Hulzen Asset Management, LLC | 4,700 | $290.0K | 0.03% | +4,700 | New |
| Cambridge Investment Research Advisors, Inc. | 4,784 | $295.0K | 0.00% | +4,784 | New |
| Gradient Investments LLC | 4,847 | $299.0K | 0.01% | +1,689+53.5% | Added |
| Ci Investments Inc. | 4,885 | $301.0K | 0.00% | −2,657−35.2% | Reduced |
| Oberweis Asset Management Inc | 4,900 | $302.0K | 0.08% | +500+11.4% | Added |