Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Edison Intl (EIX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 1.46 SEC
2024   Q4 5,374,322 1.46 Reduce 41.98% 1.09 $79.84 $429,085,868 SEC
2024   Q3 9,262,648 2.60 Reduce 28.06% 0.91 $87.09 $806,684,014 SEC
2024   Q2 12,875,286 3.25 Reduce 5.36% 0.18 $71.81 $924,574,288 SEC
2024   Q1 13,605,080 3.30 Add 2.30% 0.07 $70.73 $962,287,308 SEC
2023   Q4 13,299,621 3.57 Reduce 0.13% <0.01 $71.49 $950,789,905 SEC
2023   Q3 13,316,887 3.62 Add 1.50% 0.05 $63.29 $842,825,778 SEC
2023   Q2 13,119,628 3.89 Reduce 6.25% 0.27 $69.45 $911,158,165 SEC
2023   Q1 13,994,142 4.26 Add 2.75% 0.11 $70.59 $987,846,484 SEC
2022   Q4 13,619,885 3.83 Add 1.50% 0.06 $63.62 $866,497,084 SEC
2022   Q3 13,418,302 3.77 Reduce 3.88% 0.15 $56.58 $759,208,000 SEC
2022   Q2 13,959,362 3.95 Reduce 4.85% 0.19 $63.24 $882,790,000 SEC
2022   Q1 14,670,491 3.89 Reduce 1.38% 0.05 $70.10 $1,028,401,000 SEC
2021   Q4 14,875,516 3.83 Add 1.29% 0.05 $68.25 $1,015,254,000 SEC
2021   Q3 14,686,755 3.22 Reduce 0.18% <0.01 $55.47 $814,674,000 SEC
2021   Q2 14,712,945 3.31 Add 10.73% 0.32 $57.82 $850,702,000 SEC
2021   Q1 13,287,086 3.16 Add 65.29% 1.25 $58.60 $778,623,000 SEC
2020   Q4 8,038,562 2.38 Add 37.20% 0.65 $62.82 $504,982,000 SEC
2020   Q3 5,858,842 1.86 Add 13.47% 0.22 $50.84 $297,864,000 SEC
2020   Q2 5,163,274 1.83 Reduce 0.06% <0.01 $54.31 $280,417,000 SEC
2020   Q1 5,166,436 2.14 Reduce 14.34% 0.30 $54.79 $283,069,000 SEC
2019   Q4 6,031,294 2.12 Add 6.01% 0.12 $75.41 $454,820,000 SEC
2019   Q3 5,689,120 2.33 Reduce 23.22% 0.61 $75.42 $429,073,000 SEC
2019   Q2 7,409,652 2.64 Reduce 1.41% 0.04 $67.41 $499,485,000 SEC
2019   Q1 7,515,474 2.53 Reduce 10.82% 0.30 $61.92 $465,358,000 SEC
2018   Q4 8,427,608 2.80 Reduce 5.83% 0.17 $56.77 $478,435,000 SEC
2018   Q3 8,949,790 2.95 Add 14.21% 0.37 $67.68 $605,722,000 SEC
2018   Q2 7,836,404 2.49 Add 43.13% 0.75 $63.27 $495,809,000 SEC
2018   Q1 5,475,064 1.77 Add 206.28% 1.19 $63.66 $348,543,000 SEC
2017   Q4 1,787,588 0.55 Add 0.29% <0.01 $63.24 $113,047,000 SEC
2017   Q3 1,782,467 0.73 Reduce 0.11% <0.01 $77.17 $137,553,000 SEC
2017   Q2 1,784,386 0.76 Reduce 0.35% <0.01 $78.19 $139,521,000 SEC
2017   Q1 1,790,588 0.80 Add 0.59% <0.01 $79.61 $142,549,000 SEC
2016   Q4 1,780,123 0.75 Add 12.75% 0.08 $71.99 $128,151,000 SEC
2016   Q3 1,578,886 0.71 Reduce 2.32% 0.02 $72.25 $114,075,000 SEC
2016   Q2 1,616,335 0.79 Add 1.86% 0.01 $77.67 $125,541,000 SEC
2016   Q1 1,586,887 0.70 Add 2.17% 0.01 $71.89 $114,081,000 SEC
2015   Q4 1,553,114 0.58 Reduce 2.62% 0.02 $59.21 $91,960,000 SEC
2015   Q3 1,594,925 0.65 Reduce 0.16% <0.01 $63.07 $100,592,000 SEC
2015   Q2 1,597,509 0.51 Add 864.63% 0.46 $55.58 $88,790,000 SEC
2015   Q1 165,609 0.06 Buy 0.06 $62.47 $10,346,000 SEC
2012   Q3 0 0.00 Sell 100.00% <0.01 SEC
2012   Q2 5,875 <0.01 Reduce 40.36% <0.01 $46.13 $271,000 SEC
2012   Q1 9,850 <0.01 Reduce 98.55% 0.31 $42.54 $419,000 SEC
2011   Q4 677,811 0.31 Reduce 73.10% 0.86 $41.40 $28,061,000 SEC
2011   Q3 2,520,137 1.17 Reduce 32.33% 0.43 $38.25 $96,395,000 SEC
2011   Q2 3,724,206 1.34 Reduce 8.47% 0.11 $38.75 $144,313,000 SEC
2011   Q1 4,068,912 1.32 Add 1.80% 0.02 $36.59 $148,881,000 SEC
2010   Q4 3,996,920 1.52 Add 3.88% 0.06 $38.60 $154,281,000 SEC
2010   Q3 3,847,687 1.42 Reduce 12.09% 0.19 $34.39 $132,322,000 SEC
2010   Q2 4,377,048 1.54 Reduce 22.42% 0.40 $31.72 $138,840,000 SEC
2010   Q1 5,642,223 1.80 Add 39.00% 0.51 $34.17 $192,795,000 SEC
2009   Q4 4,059,229 1.75 Buy 1.75 $34.78 $141,180,000 SEC