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 Q2	$55.1K	Hold	28,097	–	–	0.01%	224
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 Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CCA

Cygnus Capital Advisors Atlanta, Georgia $147M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KFG Wealth Management's DFLI Position: Q2 2026 in Review

KFG Wealth Management held its Dragonfly Energy (DFLI) position steady in Q2 2026 at 28,097 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #224.

KFG Wealth Management first reported a position in DFLI in Q2 2023 and has held it in 13 quarters since. The position peaked at $359K in Q2 2024. 31 funds tracked by Wall St. Rank hold DFLI as of Q2 2026.

KFG Wealth Management held 28,097 shares of Dragonfly Energy worth $55.1K as of Q2 2026.
KFG Wealth Management left its Dragonfly Energy share count unchanged in Q2 2026.
Dragonfly Energy made up 0.01% of KFG Wealth Management's portfolio in Q2 2026, its #224 holding.
KFG Wealth Management first reported a position in Dragonfly Energy in Q2 2023 and has held it in 13 quarters since.
KFG Wealth Management's Dragonfly Energy position peaked at $359K in Q2 2024.
31 funds tracked by Wall St. Rank held Dragonfly Energy as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.