Lido Advisors’s NiSource NI Stock Holding History

Lido Advisors’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	$442K	Buy	9,461 +2,239	+31%	+$101K	﹤0.01%	1364
2025 Q4	$310K	Buy	7,222 +1,122	+18%	+$47.9K	﹤0.01%	1551
2025 Q3	$264K	Buy	+6,100	New	+$253K	﹤0.01%	1554

Other funds holding NI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's NI Position: Q1 2026 in Review

Lido Advisors increased its NiSource (NI) stake by 31% in Q1 2026, buying an estimated $101K and bringing the position to 9,461 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Lido Advisors first reported a position in NI in Q3 2025 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

Lido Advisors held 9,461 shares of NiSource worth $442K as of Q1 2026.
Lido Advisors bought 2,239 NiSource shares in Q1 2026, an estimated $101K.
NiSource made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1364 holding.
Lido Advisors first reported a position in NiSource in Q3 2025 and has held it in 3 quarters since.
877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.