Morgan Stanley’s Dragonfly Energy DFLI Stock Holding History

Morgan Stanley’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	$431	Sell	28 -1	-3%	-$16	﹤0.01%	7704
2026 Q1	$402	Sell	29 -47	-62%	-$1.1K	﹤0.01%	7640
2025 Q4	$1.87K	Buy	76 +60	+375%	+$4.41K	﹤0.01%	7255
2025 Q3	$742	Sell	16 -4	-20%	-$92	﹤0.01%	7434
2025 Q2	$260	Hold	20	–	–	﹤0.01%	7538
2025 Q1	$1.55K	Hold	20	–	–	﹤0.01%	7220
2024 Q4	$4.56K	Sell	20 -7	-26%	-$2.35K	﹤0.01%	7027
2024 Q3	$10.3K	Sell	27 -53	-66%	-$25.3K	﹤0.01%	6713
2024 Q2	$48.5K	Sell	80 -19	-19%	-$11.8K	﹤0.01%	6181
2024 Q1	$38.7K	Sell	99 -100	-50%	-$36.9K	﹤0.01%	6307
2023 Q4	$77.7K	Buy	199 +81	+69%	+$49.2K	﹤0.01%	6035
2023 Q3	$131K	Buy	118 +98	+490%	+$138K	﹤0.01%	5757
2023 Q2	$21.1K	Buy	20 +17	+567%	+$40.5K	﹤0.01%	6549
2023 Q1	$6.86K	Buy	3 +1	+50%	+$4.4K	﹤0.01%	6986
2022 Q4	$19.4K	Buy	+2	New	+$15.2K	﹤0.01%	6706
2022 Q1	–	Hold	0	–	–	–	7987
2021 Q4	–	Hold	0	–	–	–	7996
2021 Q3	–	Hold	0	–	–	–	7765

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 $3.38T AUM 44.17% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Morgan Stanley's DFLI Position: Q2 2026 in Review

Morgan Stanley reduced its Dragonfly Energy (DFLI) stake by 3.4% in Q2 2026, selling an estimated $16 and leaving 28 shares worth $431. The position accounts for ﹤0.01% of the portfolio, ranked #7704.

Morgan Stanley first reported a position in DFLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $131K in Q3 2023. 25 funds tracked by Wall St. Rank hold DFLI as of Q2 2026.

Morgan Stanley held 28 shares of Dragonfly Energy worth $431 as of Q2 2026.
Morgan Stanley sold 1 Dragonfly Energy share in Q2 2026, an estimated $16.
Dragonfly Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7704 holding.
Morgan Stanley first reported a position in Dragonfly Energy in Q4 2022 and has held it in 15 quarters since.
Morgan Stanley's Dragonfly Energy position peaked at $131K in Q3 2023.
25 funds tracked by Wall St. Rank held Dragonfly Energy as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.