PWPS
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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
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

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 Wealth Planning Services's NI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NiSource (NI) stake by 11% in Q2 2026, buying an estimated $2.32K and bringing the position to 491 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Pinnacle Wealth Planning Services first reported a position in NI in Q4 2020 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 491 shares of NiSource worth $23.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 49 NiSource shares in Q2 2026, an estimated $2.32K.
  • NiSource made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1710 holding.
  • Pinnacle Wealth Planning Services first reported a position in NiSource in Q4 2020 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.