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New England Capital Financial Advisors’s Dragonfly Energy DFLI Stock Holding History

New England Capital Financial Advisors’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 		$2 Hold
1
– – ﹤0.01% 429
2026
Q1 		$2 Hold
1
– – ﹤0.01% 424
2025
Q4 		$4 Hold
1
– – ﹤0.01% 424
2025
Q3 		$6 Hold
1
– – ﹤0.01% 418
2025
Q2 		$2 Hold
1
– – ﹤0.01% 421
2025
Q1 		$10 Hold
1
– – ﹤0.01% 392
2024
Q4 		$28 Hold
1
– – ﹤0.01% 409
2024
Q3 		$48 Hold
1
– – ﹤0.01% 395
2024
Q2 		$77 Hold
1
– – ﹤0.01% 392
2024
Q1 		$49 Hold
1
– – ﹤0.01% 393
2023
Q4 		$49 Hold
1
– – ﹤0.01% 396
2023
Q3 		$139 Hold
1
– – ﹤0.01% 383
2023
Q2 		$134 Hold
1
– – ﹤0.01% 379
2023
Q1 		$270 Hold
1
– – ﹤0.01% 408
2022
Q4 		$707 Buy
+1
New +$951 ﹤0.01% 387

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

New England Capital Financial Advisors's DFLI Position: Q2 2026 in Review

New England Capital Financial Advisors held its Dragonfly Energy (DFLI) position steady in Q2 2026 at 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #429.

New England Capital Financial Advisors first reported a position in DFLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $707 in Q4 2022. 9 funds tracked by Wall St. Rank hold DFLI as of Q2 2026.

  • New England Capital Financial Advisors held 1 share of Dragonfly Energy worth $2 as of Q2 2026.
  • New England Capital Financial Advisors left its Dragonfly Energy share count unchanged in Q2 2026.
  • Dragonfly Energy made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #429 holding.
  • New England Capital Financial Advisors first reported a position in Dragonfly Energy in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Dragonfly Energy position peaked at $707 in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Dragonfly Energy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.