Lido Advisors
NI icon

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
Q2 		$487K Buy
10,235
+774
+8% +$36.6K ﹤0.01% 1493
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
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

Lido Advisors's NI Position: Q2 2026 in Review

Lido Advisors increased its NiSource (NI) stake by 8.2% in Q2 2026, buying an estimated $36.6K and bringing the position to 10,235 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Lido Advisors first reported a position in NI in Q3 2025 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Lido Advisors held 10,235 shares of NiSource worth $487K as of Q2 2026.
  • Lido Advisors bought 774 NiSource shares in Q2 2026, an estimated $36.6K.
  • NiSource made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1493 holding.
  • Lido Advisors first reported a position in NiSource in Q3 2025 and has held it in 4 quarters since.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.