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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Associates's NI Position: Q1 2026 in Review

Pinnacle Associates increased its NiSource (NI) stake by 0.17% in Q1 2026, buying an estimated $541 and bringing the position to 7,030 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Pinnacle Associates first reported a position in NI in Q3 2025 and has held it in 3 quarters since. 878 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Pinnacle Associates held 7,030 shares of NiSource worth $328K as of Q1 2026.
  • Pinnacle Associates bought 12 NiSource shares in Q1 2026, an estimated $541.
  • NiSource made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #771 holding.
  • Pinnacle Associates first reported a position in NiSource in Q3 2025 and has held it in 3 quarters since.
  • 878 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.