Wells Fargo
DFLI icon

Wells Fargo’s Dragonfly Energy DFLI Stock Holding History

Wells Fargo’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
2024
Q4 		– Sell
-10
Closed -$3.98K – 7088
2024
Q3 		$3.98K Sell
10
-2
-17% -$956 ﹤0.01% 5959
2024
Q2 		$7.19K Sell
12
-60
-83% -$37.2K ﹤0.01% 5808
2024
Q1 		$28.2K Buy
72
+1
+1% +$369 ﹤0.01% 5470
2023
Q4 		$27.6K Sell
71
-19
-21% -$11.5K ﹤0.01% 5512
2023
Q3 		$100K Sell
90
-8
-8% -$11.2K ﹤0.01% 4778
2023
Q2 		$105K Buy
98
+29
+42% +$69.1K ﹤0.01% 5004
2023
Q1 		$149K Buy
+69
New +$304K ﹤0.01% 4600
2022
Q4 		– Hold
0
– – – 6327

Other funds holding DFLI

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
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AC
Avant Capital Lafayette, Louisiana $160M AUM 24.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wells Fargo's DFLI Position: Q4 2024 in Review

Wells Fargo sold out of Dragonfly Energy (DFLI) in Q4 2024, closing a stake of 10 shares — an estimated $3.98K sold.

Wells Fargo first reported a position in DFLI in Q1 2023 and held it in 7 quarters. The position peaked at $149K in Q1 2023. 12 funds tracked by Wall St. Rank hold DFLI as of Q4 2024.

  • Wells Fargo reported no remaining Dragonfly Energy position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 10 Dragonfly Energy shares in Q4 2024, an estimated $3.98K.
  • Wells Fargo first reported a position in Dragonfly Energy in Q1 2023 and held it in 7 quarters.
  • Wells Fargo's Dragonfly Energy position peaked at $149K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Dragonfly Energy as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.