Pinnacle Associates
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Pinnacle Associates’s NiSource NI Stock Holding History

Pinnacle Associates’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Sell
7,203
-88
-1% -$3.78K ﹤0.01% 816
2026
Q2 		$347K Buy
7,291
+261
+4% +$12.4K ﹤0.01% 778
2026
Q1 		$328K Buy
7,030
+12
+0.2% +$541 ﹤0.01% 771
2025
Q4 		$293K Buy
7,018
+46
+0.7% +$1.96K ﹤0.01% 794
2025
Q3 		$302K Buy
+6,972
New +$289K ﹤0.01% 749

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Deutsche Bank
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W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pinnacle Associates's NI Position: Q3 2026 in Review

Pinnacle Associates reduced its NiSource (NI) stake by 1.2% in Q3 2026, selling an estimated $3.78K and leaving 7,203 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Pinnacle Associates first reported a position in NI in Q3 2025 and has held it in 5 quarters since. The position peaked at $347K in Q2 2026. 418 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Pinnacle Associates held 7,203 shares of NiSource worth $281K as of Q3 2026.
  • Pinnacle Associates sold 88 NiSource shares in Q3 2026, an estimated $3.78K.
  • NiSource made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #816 holding.
  • Pinnacle Associates first reported a position in NiSource in Q3 2025 and has held it in 5 quarters since.
  • Pinnacle Associates's NiSource position peaked at $347K in Q2 2026.
  • 418 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.