Pinnacle Bancorp’s NiSource NI Stock Holding History

Pinnacle Bancorp’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
2025 Q3	–	Sell	-138	Closed	-$5.57K	–	926
2025 Q2	$5.57K	Sell	138 -66	-32%	-$2.59K	﹤0.01%	784
2025 Q1	$8.18K	Hold	204	–	–	﹤0.01%	719
2024 Q4	$7.5K	Sell	204 -97	-32%	-$3.48K	﹤0.01%	734
2024 Q3	$10.4K	Hold	301	–	–	﹤0.01%	689
2024 Q2	$8.67K	Hold	301	–	–	﹤0.01%	685
2024 Q1	$8.33K	Hold	301	–	–	﹤0.01%	678
2023 Q4	$7.99K	Buy	301 +108	+56%	+$2.78K	﹤0.01%	661
2023 Q3	$4.76K	Hold	193	–	–	﹤0.01%	693
2023 Q2	$5.28K	Hold	193	–	–	﹤0.01%	672
2023 Q1	$5.4K	Hold	193	–	–	﹤0.01%	694
2022 Q4	$5K	Hold	193	–	–	﹤0.01%	651
2022 Q3	$5K	Hold	193	–	–	﹤0.01%	639
2022 Q2	$6K	Hold	193	–	–	﹤0.01%	636
2022 Q1	$6K	Buy	+193	New	+$5.6K	﹤0.01%	652

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pinnacle Bancorp's NI Position: Q3 2025 in Review

Pinnacle Bancorp sold out of NiSource (NI) in Q3 2025, closing a stake of 138 shares — an estimated $5.57K sold.

Pinnacle Bancorp first reported a position in NI in Q1 2022 and held it in 14 quarters. The position peaked at $10.4K in Q3 2024. 785 funds tracked by Wall St. Rank hold NI as of Q3 2025.

Pinnacle Bancorp reported no remaining NiSource position as of Q3 2025 after selling out during the quarter.
Pinnacle Bancorp sold 138 NiSource shares in Q3 2025, an estimated $5.57K.
Pinnacle Bancorp first reported a position in NiSource in Q1 2022 and held it in 14 quarters.
Pinnacle Bancorp's NiSource position peaked at $10.4K in Q3 2024.
785 funds tracked by Wall St. Rank held NiSource as of Q3 2025.

Based on Pinnacle Bancorp's 13F filing for Q3 2025, filed 24 Oct 2025.