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EverSource Wealth Advisors’s KLX Energy Services KLXE Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-127
Closed -$244 – 4350
2025
Q3 		$244 Hold
127
– – ﹤0.01% 4071
2025
Q2 		$237 Sell
127
-349
-73% -$726 ﹤0.01% 4032
2025
Q1 		$1.67K Buy
476
+127
+36% +$608 ﹤0.01% 3011
2024
Q4 		$1.74K Hold
349
– – ﹤0.01% 2766
2024
Q3 		$1.91K Buy
349
+302
+643% +$1.83K ﹤0.01% 2565
2024
Q2 		$324 Sell
47
-187
-80% -$1.12K ﹤0.01% 2953
2024
Q1 		$1.55K Buy
234
+133
+132% +$1.19K ﹤0.01% 2456
2023
Q4 		$1.14K Buy
101
+47
+87% +$476 ﹤0.01% 2360
2023
Q3 		$640 Buy
+54
New +$600 ﹤0.01% 2336

Other funds holding KLXE

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's KLXE Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of KLX Energy Services (KLXE) in Q4 2025, closing a stake of 127 shares — an estimated $244 sold.

EverSource Wealth Advisors first reported a position in KLXE in Q3 2023 and held it in 9 quarters. The position peaked at $1.91K in Q3 2024. 47 funds tracked by Wall St. Rank hold KLXE as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining KLX Energy Services position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 127 KLX Energy Services shares in Q4 2025, an estimated $244.
  • EverSource Wealth Advisors first reported a position in KLX Energy Services in Q3 2023 and held it in 9 quarters.
  • EverSource Wealth Advisors's KLX Energy Services position peaked at $1.91K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held KLX Energy Services as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.