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KFG Wealth Management’s Dragonfly Energy DFLI Stock Holding History

KFG Wealth Management’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
Q1 		$48.9K Buy
28,097
+7,186
+34% +$21K 0.01% 215
2025
Q4 		$64.2K Buy
20,911
+2,499
+14% +$22.9K 0.01% 212
2025
Q3 		$110K Buy
18,412
+8,479
+85% +$24.4K 0.02% 205
2025
Q2 		$16.3K Buy
9,933
+4,946
+99% +$23.2K ﹤0.01% 200
2025
Q1 		$48.9K Hold
4,987
– – 0.01% 188
2024
Q4 		$139K Hold
4,987
– – 0.03% 182
2024
Q3 		$238K Buy
4,987
+278
+6% +$16.6K 0.05% 165
2024
Q2 		$359K Buy
4,709
+1,278
+37% +$99.1K 0.14% 110
2024
Q1 		$167K Buy
3,431
+2,180
+174% +$100K 0.07% 156
2023
Q4 		$61K Buy
1,251
+955
+323% +$72.4K 0.03% 131
2023
Q3 		$41K Buy
296
+185
+167% +$32.5K 0.02% 127
2023
Q2 		$14.8K Buy
+111
New +$33.1K 0.01% 118

Other funds holding DFLI

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $445M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KFG Wealth Management's DFLI Position: Q1 2026 in Review

KFG Wealth Management increased its Dragonfly Energy (DFLI) stake by 34% in Q1 2026, buying an estimated $21K and bringing the position to 28,097 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #215.

KFG Wealth Management first reported a position in DFLI in Q2 2023 and has held it in 12 quarters since. The position peaked at $359K in Q2 2024. 28 funds tracked by Wall St. Rank hold DFLI as of Q1 2026.

  • KFG Wealth Management held 28,097 shares of Dragonfly Energy worth $48.9K as of Q1 2026.
  • KFG Wealth Management bought 7,186 Dragonfly Energy shares in Q1 2026, an estimated $21K.
  • Dragonfly Energy made up 0.01% of KFG Wealth Management's portfolio in Q1 2026, its #215 holding.
  • KFG Wealth Management first reported a position in Dragonfly Energy in Q2 2023 and has held it in 12 quarters since.
  • KFG Wealth Management's Dragonfly Energy position peaked at $359K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Dragonfly Energy as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.