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CarsonAllaria Wealth Management’s KLX Energy Services KLXE Stock Holding History

CarsonAllaria Wealth Management’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,530
Closed -$2.86K – 216
2025
Q2 		$2.86K Buy
+1,530
New +$3.18K ﹤0.01% 309
2024
Q4 		– Sell
-734
Closed -$4.01K – 380
2024
Q3 		$4.01K Hold
734
– – ﹤0.01% 316
2024
Q2 		$3.63K Hold
734
– – ﹤0.01% 303
2024
Q1 		$5.68K Hold
734
– – ﹤0.01% 286
2023
Q4 		$8.27K Hold
734
– – 0.01% 226
2023
Q3 		$8.7K Hold
734
– – 0.01% 220
2023
Q2 		$7.14K Hold
734
– – 0.01% 245
2023
Q1 		$8.55K Buy
+734
New +$10K 0.01% 226

Other funds holding KLXE

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Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CarsonAllaria Wealth Management's KLXE Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of KLX Energy Services (KLXE) in Q3 2025, closing a stake of 1,530 shares — an estimated $2.86K sold.

CarsonAllaria Wealth Management first reported a position in KLXE in Q1 2023 and held it in 8 quarters. The position peaked at $8.7K in Q3 2023. 45 funds tracked by Wall St. Rank hold KLXE as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining KLX Energy Services position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,530 KLX Energy Services shares in Q3 2025, an estimated $2.86K.
  • CarsonAllaria Wealth Management first reported a position in KLX Energy Services in Q1 2023 and held it in 8 quarters.
  • CarsonAllaria Wealth Management's KLX Energy Services position peaked at $8.7K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held KLX Energy Services as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.