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  Sempra Energy (SRE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2011   Q3 0 0.00 Sell 100.00% 0.30 SEC
2011   Q2 601,851 0.30 Reduce 50.76% 0.29 $52.88 $31,826,000 SEC
2011   Q1 1,222,201 0.58 Add 76.77% 0.25 $53.50 $65,388,000 SEC
2010   Q4 691,397 0.36 Reduce 8.12% 0.03 $52.48 $36,285,000 SEC
2010   Q3 752,489 0.43 Reduce 83.04% 1.91 $53.80 $40,484,000 SEC
2010   Q2 4,437,118 2.30 Reduce 6.95% 0.16 $46.79 $207,613,000 SEC
2010   Q1 4,768,461 2.23 Add 0.93% 0.02 $49.90 $237,946,000 SEC
2009   Q4 4,724,322 3.28 Add 2.52% 0.08 $55.98 $264,468,000 SEC
2009   Q3 4,608,226 2.31 Add 0.36% <0.01 $49.81 $229,536,000 SEC
2009   Q2 4,591,843 2.88 Reduce 3.36% 0.11 $49.63 $227,893,000 SEC
2009   Q1 4,751,472 3.36 Reduce 22.68% 0.73 $46.24 $219,708,000 SEC
2008   Q4 6,145,065 3.22 Reduce 3.00% 0.08 $42.63 $261,964,000 SEC
2008   Q3 6,335,156 2.54 Reduce 15.23% 0.43 $50.47 $319,735,000 SEC
2008   Q2 7,473,500 2.81 Add 14.94% 0.37 $56.45 $421,879,000 SEC
2007   Q4 6,502,150 2.04 Reduce 23.31% 0.47 $61.88 $402,353,000 SEC
2007   Q3 8,478,687 2.02 Add 6.45% 0.12 $58.12 $492,781,000 SEC
2007   Q2 7,964,937 1.79 Add 27.36% 0.38 $59.23 $471,763,000 SEC
2007   Q1 6,253,845 1.97 Reduce 43.33% 1.14 $53.28 $333,205,000 SEC
2006   Q4 11,034,916 2.64 Reduce 15.82% 0.51 $56.04 $618,397,000 SEC
2006   Q3 13,108,216 3.20 Add 3.80% 0.12 $50.25 $658,688,000 SEC
2006   Q2 12,628,100 3.25 Add 21.80% 0.58 $45.48 $574,326,000 SEC
2006   Q1 10,367,500 2.87 Add 25.76% 0.59 $46.46 $481,674,000 SEC
2005   Q4 8,244,100 2.83 Add 83.26% 1.29 $44.84 $369,665,000 SEC
2005   Q3 4,498,525 1.75 Add 325.50% 1.34 $47.06 $211,701,000 SEC
2005   Q2 1,057,225 0.42 Buy 0.42 $41.31 $43,674,000 SEC