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HHM Wealth Advisors’s Dragonfly Energy DFLI Stock Holding History

HHM Wealth Advisors’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$404 – 954
2024
Q4 		$404 Buy
15
+1
+7% +$42 ﹤0.01% 937
2024
Q3 		$689 Hold
14
– – ﹤0.01% 737
2024
Q2 		$1.1K Hold
14
– – ﹤0.01% 732
2024
Q1 		$702 Hold
14
– – ﹤0.01% 707
2023
Q4 		$705 Hold
14
– – ﹤0.01% 706
2023
Q3 		$2K Hold
14
– – ﹤0.01% 718
2023
Q2 		$1.92K Hold
14
– – ﹤0.01% 730
2023
Q1 		$3.9K Buy
+14
New +$7.7K ﹤0.01% 674

Other funds holding DFLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
AC
Avant Capital Lafayette, Louisiana $160M AUM 24.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HHM Wealth Advisors's DFLI Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Dragonfly Energy (DFLI) in Q1 2025, closing a stake of 15 shares — an estimated $404 sold.

HHM Wealth Advisors first reported a position in DFLI in Q1 2023 and held it in 8 quarters. The position peaked at $3.9K in Q1 2023. 20 funds tracked by Wall St. Rank hold DFLI as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Dragonfly Energy position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 15 Dragonfly Energy shares in Q1 2025, an estimated $404.
  • HHM Wealth Advisors first reported a position in Dragonfly Energy in Q1 2023 and held it in 8 quarters.
  • HHM Wealth Advisors's Dragonfly Energy position peaked at $3.9K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Dragonfly Energy as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.