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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
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% +$1.97K ﹤0.01% 794
2025
Q3 		$302K Buy
+6,972
New +$289K ﹤0.01% 749

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Associates's NI Position: Q2 2026 in Review

Pinnacle Associates increased its NiSource (NI) stake by 3.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 7,291 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Pinnacle Associates first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Pinnacle Associates held 7,291 shares of NiSource worth $347K as of Q2 2026.
  • Pinnacle Associates bought 261 NiSource shares in Q2 2026, an estimated $12.4K.
  • NiSource made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #778 holding.
  • Pinnacle Associates first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.