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J. Derek Lewis & Associates’s Dragonfly Energy DFLI Stock Holding History

J. Derek Lewis & Associates’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
2026
Q2 		– Sell
-29,100
Closed -$50.6K – 223
2026
Q1 		$50.6K Sell
29,100
-23,900
-45% -$69.9K 0.01% 202
2025
Q4 		$163K Buy
+53,000
New +$487K 0.04% 180

Other funds holding DFLI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

J. Derek Lewis & Associates's DFLI Position: Q2 2026 in Review

J. Derek Lewis & Associates sold out of Dragonfly Energy (DFLI) in Q2 2026, closing a stake of 29,100 shares — an estimated $50.6K sold.

J. Derek Lewis & Associates first reported a position in DFLI in Q4 2025 and held it in 2 quarters. The position peaked at $163K in Q4 2025. 9 funds tracked by Wall St. Rank hold DFLI as of Q2 2026.

  • J. Derek Lewis & Associates reported no remaining Dragonfly Energy position as of Q2 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 29,100 Dragonfly Energy shares in Q2 2026, an estimated $50.6K.
  • J. Derek Lewis & Associates first reported a position in Dragonfly Energy in Q4 2025 and held it in 2 quarters.
  • J. Derek Lewis & Associates's Dragonfly Energy position peaked at $163K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Dragonfly Energy as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.