Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s NiSource NI Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.2K Sell
467
-24
-5% -$1.03K ﹤0.01% 1822
2026
Q2 		$23.3K Buy
491
+49
+11% +$2.32K ﹤0.01% 1710
2026
Q1 		$20.6K Buy
442
+32
+8% +$1.44K ﹤0.01% 1679
2025
Q4 		$17.1K Buy
+410
New +$17.5K ﹤0.01% 1789
2021
Q1 		– Sell
-316
Closed -$7K – 1380
2020
Q4 		$7K Buy
+316
New +$7.39K ﹤0.01% 1538

Other funds holding NI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's NI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its NiSource (NI) stake by 4.9% in Q3 2026, selling an estimated $1.03K and leaving 467 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Pinnacle Wealth Planning Services first reported a position in NI in Q4 2020 and has held it in 5 quarters since. The position peaked at $23.3K in Q2 2026. 464 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 467 shares of NiSource worth $18.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 24 NiSource shares in Q3 2026, an estimated $1.03K.
  • NiSource made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1822 holding.
  • Pinnacle Wealth Planning Services first reported a position in NiSource in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's NiSource position peaked at $23.3K in Q2 2026.
  • 464 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.