LPL Financial
DFLI icon

LPL Financial’s Dragonfly Energy DFLI Stock Holding History

LPL Financial’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
Q4 		– Sell
-2,322
Closed -$13.8K – 5915
2025
Q3 		$13.8K Buy
+2,322
New +$6.67K ﹤0.01% 5761
2024
Q4 		– Sell
-163
Closed -$7.79K – 5320
2024
Q3 		$7.79K Buy
163
+2
+1% +$120 ﹤0.01% 5141
2024
Q2 		$12.3K Buy
+161
New +$12.5K ﹤0.01% 4967

Other funds holding DFLI

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial's DFLI Position: Q4 2025 in Review

LPL Financial sold out of Dragonfly Energy (DFLI) in Q4 2025, closing a stake of 2,322 shares — an estimated $13.8K sold.

LPL Financial first reported a position in DFLI in Q2 2024 and held it in 3 quarters. The position peaked at $13.8K in Q3 2025. 33 funds tracked by Wall St. Rank hold DFLI as of Q4 2025.

  • LPL Financial reported no remaining Dragonfly Energy position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 2,322 Dragonfly Energy shares in Q4 2025, an estimated $13.8K.
  • LPL Financial first reported a position in Dragonfly Energy in Q2 2024 and held it in 3 quarters.
  • LPL Financial's Dragonfly Energy position peaked at $13.8K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Dragonfly Energy as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.