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Lloyd Advisory Services’s NiSource NI Stock Holding History

Lloyd Advisory 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 		$13.2K Sell
277
-14,317
-98% -$678K 0.01% 352
2026
Q1 		$681K Buy
14,594
+14,573
+69,395% +$657K 0.19% 54
2025
Q4 		$876 Buy
+21
New +$897 ﹤0.01% 490
2024
Q2 		– Sell
-39,075
Closed -$1.08M – 159
2024
Q1 		$1.08M Buy
+39,075
New +$1.03M 0.23% 80

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's NI Position: Q2 2026 in Review

Lloyd Advisory Services reduced its NiSource (NI) stake by 98% in Q2 2026, selling an estimated $678K and leaving 277 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #352.

Lloyd Advisory Services first reported a position in NI in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2024. 916 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Lloyd Advisory Services held 277 shares of NiSource worth $13.2K as of Q2 2026.
  • Lloyd Advisory Services sold 14,317 NiSource shares in Q2 2026, an estimated $678K.
  • NiSource made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #352 holding.
  • Lloyd Advisory Services first reported a position in NiSource in Q1 2024 and has held it in 4 quarters since.
  • Lloyd Advisory Services's NiSource position peaked at $1.08M in Q1 2024.
  • 916 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.