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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
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

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VCM
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State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lloyd Advisory Services's NI Position: Q1 2026 in Review

Lloyd Advisory Services increased its NiSource (NI) stake by 69,395% in Q1 2026, buying an estimated $657K and bringing the position to 14,594 shares worth $681K. The position accounts for 0.19% of the portfolio, ranked #54.

Lloyd Advisory Services first reported a position in NI in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2024. 877 funds tracked by Wall St. Rank hold NI as of Q1 2026.

  • Lloyd Advisory Services held 14,594 shares of NiSource worth $681K as of Q1 2026.
  • Lloyd Advisory Services bought 14,573 NiSource shares in Q1 2026, an estimated $657K.
  • NiSource made up 0.19% of Lloyd Advisory Services's portfolio in Q1 2026, its #54 holding.
  • Lloyd Advisory Services first reported a position in NiSource in Q1 2024 and has held it in 3 quarters since.
  • Lloyd Advisory Services's NiSource position peaked at $1.08M in Q1 2024.
  • 877 funds tracked by Wall St. Rank held NiSource as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.