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, Q4 2022
Institutional positions in PDC Energy, Inc. as of Dec 31, 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
- 373
- +36 vs. Q3 2022
- Shares held
- 85.9M
- −2.83M (−3.2%) vs. Q3 2022
- Total value
- $5.45B
- +$321.3M (+6.3%) vs. Q3 2022
- New holders
- 67
- 123 more added
- Sold out
- 31
- 143 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding PDC Energy, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −5−62.5% | Reduced |
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| GWM Advisors LLC | 308 | $20 | 0.00% | +308 | New |
| Silicon Valley Capital Partners | 2 | $122 | 0.00% | +2 | New |
| Crewe Advisors LLC | 4 | $254 | 0.00% | −182−97.8% | Reduced |
| Glen Eagle Advisors, LLC | 4 | $254 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $317 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 8 | $508 | 0.00% | +8 | New |
| Canada Pension Plan Investment Board | 10 | $635 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $635 | 0.00% | +10 | New |
| Private Advisor Group, LLC | 12,619 | $801 | 0.00% | +926+7.9% | Added |
| Proequities, Inc. | 15 | $952 | 0.00% | +1+7.1% | Added |
| Leonteq Securities AG | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 22 | $1.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.46K | 0.00% | −35−60.3% | Reduced |
| SJS Investment Consulting Inc. | 26 | $1.65K | 0.00% | +1+4.0% | Added |
| M&R Capital Management Inc | 27 | $1.71K | 0.00% | +27 | New |
| Disciplined Investments, LLC | 27 | $1.71K | 0.00% | +7+35.0% | Added |
| First Horizon Advisors, Inc. | 28 | $1.78K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $2.54K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 43 | $2.73K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $2.73K | 0.00% | +20+87.0% | Added |
| Jones Financial Companies LLLP | 60 | $4.00K | 0.00% | +60 | New |
| Comerica Securities,inc. | 67 | $4.25K | 0.00% | +67 | New |
| Glassman Wealth Services | 68 | $4.32K | 0.00% | +3+4.6% | Added |
| Schubert & Co | 70 | $4.44K | 0.00% | +38+118.8% | Added |
| Lindbrook Capital, LLC | 72 | $4.57K | 0.00% | +61+554.5% | Added |
| ClariVest Asset Management LLC | 74 | $5.00K | 0.00% | −22−22.9% | Reduced |
| PFG Private Wealth Management, LLC | 81 | $5.00K | 0.00% | +81 | New |
| FinTrust Capital Advisors, LLC | 87 | $5.52K | 0.00% | −346−79.9% | Reduced |
| Meeder Asset Management Inc | 96 | $6.09K | 0.00% | −1,618−94.4% | Reduced |
| Worth Asset Management, LLC | 100 | $6.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $6.41K | 0.00% | +11+12.2% | Added |
| Bell Investment Advisors, Inc | 109 | $6.92K | 0.00% | +23+26.7% | Added |
| Massmutual Trust Co FSB | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 120 | $7.62K | 0.00% | +60+100.0% | Added |
| Steward Partners Investment Advisory, LLC | 149 | $9.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 150 | $9.52K | 0.00% | −32−17.6% | Reduced |
| Geneos Wealth Management Inc. | 150 | $9.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 178 | $11.0K | 0.00% | −16−8.2% | Reduced |
| National Bank of Canada | 185 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 190 | $12.1K | 0.00% | +190 | New |
| WR Wealth Planners, LLC | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 207 | $13.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 220 | $14.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 224 | $14.2K | 0.00% | +224 | New |
| Money Concepts Capital Corp | 226 | $14.4K | 0.00% | −7,180−96.9% | Reduced |
| TCI Wealth Advisors, Inc. | 227 | $14.4K | 0.00% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 231 | $14.7K | 0.00% | +31+15.5% | Added |
| Tfo-TDC, LLC | 396 | $16.1K | 0.00% | +396 | New |
| Allworth Financial LP | 306 | $19.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 325 | $20.6K | 0.00% | +325 | New |
| Zions Bancorporation, N.A. | 331 | $21.0K | 0.00% | +331 | New |
| Resurgent Financial Advisors LLC | 356 | $22.6K | 0.01% | +356 | New |
| Parkside Financial Bank & Trust | 395 | $25.1K | 0.01% | −255−39.2% | Reduced |
| Natixis | 400 | $25.4K | 0.00% | +400 | New |
| U.S. Capital Wealth Advisors, LLC | 415 | $26.3K | 0.00% | +415 | New |
| Belpointe Asset Management LLC | 425 | $27.0K | 0.00% | +425 | New |
| Northwestern Mutual Wealth Management Co | 459 | $29.1K | 0.00% | +442+2,600.0% | Added |
| Nomura Asset Management Co Ltd | 490 | $31.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 579 | $38.3K | 0.01% | +251+76.5% | Added |
| Versant Capital Management, Inc | 626 | $39.7K | 0.01% | −41−6.1% | Reduced |
| Pinebridge Investments, L.P. | 769 | $48.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 826 | $52.4K | 0.00% | +76+10.1% | Added |
| Pittenger & Anderson Inc | 829 | $52.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 941 | $54.0K | 0.00% | +856+1,007.1% | Added |
| EverSource Wealth Advisors, LLC | 853 | $54.1K | 0.01% | −592−41.0% | Reduced |
| Fifth Third Bancorp | 935 | $59.4K | 0.00% | +82+9.6% | Added |
| Archer Investment Corp | 955 | $60.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,007 | $64.0K | 0.00% | +255+33.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,016 | $64.5K | 0.00% | −1,142−52.9% | Reduced |
| IFP Advisors, Inc | 945 | $67.0K | 0.00% | −2,169−69.7% | Reduced |
| Quadrant Capital Group LLC | 1,105 | $70.1K | 0.01% | +274+33.0% | Added |
| Sageworth Trust Co | 1,243 | $79.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,316 | $83.0K | 0.00% | −71−5.1% | Reduced |
| State of Wyoming | 1,472 | $93.4K | 0.03% | +1,472 | New |
| Advisors Asset Management, Inc. | 1,568 | $99.5K | 0.00% | −551−26.0% | Reduced |
| Covestor Ltd | 1,584 | $101.0K | 0.08% | +170+12.0% | Added |
| Harbor Investment Advisory, LLC | 1,596 | $101.3K | 0.02% | −180−10.1% | Reduced |
| Register Financial Advisors LLC | 1,596 | $101.3K | 0.06% | +1,596 | New |
| Altshuler Shaham Ltd | 1,648 | $104.6K | 0.00% | +1,648 | New |
| Sutton Wealth Advisors Inc. | 1,898 | $120.5K | 0.05% | +1,895+63,166.7% | Added |
| Signaturefd, LLC | 2,478 | $157.3K | 0.00% | +810+48.6% | Added |
| Tower Research Capital LLC (TRC) | 2,869 | $182.0K | 0.01% | −1,745−37.8% | Reduced |
| Energy Income Partners, LLC | 2,985 | $189.5K | 0.00% | +2,985 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,000 | $190.0K | 0.06% | +3,000 | New |
| Itau Unibanco Holding S.A. | 3,092 | $195.1K | 0.01% | +1,640+112.9% | Added |
| Walleye Trading LLC | 3,164 | $200.9K | 0.01% | −7,745−71.0% | Reduced |
| Occudo Quantitative Strategies LP | 3,213 | $204.0K | 0.02% | +3,213 | New |
| Evergreen Capital Management LLC | 3,359 | $213.2K | 0.01% | +3,359 | New |
| M&T Bank Corp | 3,464 | $219.8K | 0.00% | +3,464 | New |
| Vident Investment Advisory, LLC | 3,492 | $221.7K | 0.01% | −38,566−91.7% | Reduced |
| J2 Capital Management Inc | 3,677 | $233.4K | 0.40% | +90+2.5% | Added |
| Harvest Fund Management Co., Ltd | 3,694 | $234.0K | 0.06% | +1,155+45.5% | Added |
| Prelude Capital Management, LLC | 3,790 | $240.6K | 0.01% | +3,790 | New |
| Greenleaf Trust | 3,851 | $244.0K | 0.00% | −8−0.2% | Reduced |
| Moody National Bank Trust Division | 4,018 | $255.0K | 0.02% | +49+1.2% | Added |
| Ci Investments Inc. | 4,027 | $256.0K | 0.00% | −368−8.4% | Reduced |
| Kestra Advisory Services, LLC | 4,180 | $265.3K | 0.00% | +32+0.8% | Added |