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  Southern Co (SO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q4 0 0.00 Sell 100.00% <0.01 SEC
2018   Q3 10,846 <0.01 $43.61 $473,000 SEC
2018   Q2 10,846 <0.01 Reduce 34.34% <0.01 $46.28 $502,000 SEC
2018   Q1 16,519 <0.01 Add 70.28% <0.01 $44.68 $738,000 SEC
2017   Q4 9,701 <0.01 Add 24.37% <0.01 $48.14 $467,000 SEC
2017   Q3 7,800 <0.01 Add 4.64% <0.01 $49.10 $383,000 SEC
2017   Q2 7,454 <0.01 Add 7.75% <0.01 $47.89 $357,000 SEC
2017   Q1 6,918 <0.01 Buy <0.01 $49.73 $344,000 SEC