Raymond James Financial
DFLI icon

Raymond James Financial’s Dragonfly Energy DFLI Stock Holding History

Raymond James 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
Q3 		– Sell
-167
Closed -$274 – 5413
2025
Q2 		$274 Buy
+167
New +$784 ﹤0.01% 6747

Other funds holding DFLI

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

Raymond James Financial's DFLI Position: Q3 2025 in Review

Raymond James Financial sold out of Dragonfly Energy (DFLI) in Q3 2025, closing a stake of 167 shares — an estimated $274 sold.

Raymond James Financial first reported a position in DFLI in Q2 2025 and held it in 1 quarter. The position peaked at $274 in Q2 2025. 27 funds tracked by Wall St. Rank hold DFLI as of Q3 2025.

  • Raymond James Financial reported no remaining Dragonfly Energy position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 167 Dragonfly Energy shares in Q3 2025, an estimated $274.
  • Raymond James Financial first reported a position in Dragonfly Energy in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Dragonfly Energy position peaked at $274 in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Dragonfly Energy as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.